See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,199 | $89,753+6.1% | $107,525-11.5% | $84,808+12.3% |
| Participation rate | 81.4% | 68.1%+13.3pp | 75.1%+6.3pp | 68.3%+13.1pp |
| Annual return | 15.23% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,783 | $3,113-10.6% | $3,754-25.9% | $2,631+5.8% |
| Participant deferral / active EE | $5,066 | $4,056+24.9% | $5,116-1.0% | $4,212+20.3% |
| Admin fee / account holder | $2,760 | $7,222-61.8% | $8,919-69.1% | $7,344-62.4% |