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 | $79,099 | $72,277+9.4% | $101,248-21.9% | $79,858-0.9% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 17.37% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,981 | $2,692+47.9% | $3,660+8.8% | $2,471+61.1% |
| Participant deferral / active EE | $8,048 | $3,282+145.2% | $4,370+84.2% | $3,740+115.2% |
| Admin fee / account holder | $515 | $4,400-88.3% | $5,945-91.3% | $5,306-90.3% |