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 | $82,456 | $74,927+10.0% | $101,794-19.0% | $84,808-2.8% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.2%+21.0pp | 68.3%+21.9pp |
| Annual return | 14.10% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,404 | $1,522-7.7% | $2,289-38.6% | $2,631-46.6% |
| Participant deferral / active EE | $4,378 | $3,099+41.3% | $4,084+7.2% | $4,212+3.9% |
| Admin fee / account holder | $8,493 | $6,514+30.4% | $8,777-3.2% | $7,344+15.6% |