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 | $87,115 | $80,968+7.6% | $96,544-9.8% | $75,163+15.9% |
| Participation rate | 90.6% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.4pp |
| Annual return | 13.32% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,313 | $2,282-42.5% | $2,965-55.7% | $2,670-50.8% |
| Participant deferral / active EE | $4,013 | $3,928+2.2% | $4,851-17.3% | $4,125-2.7% |
| Admin fee / account holder | $2,385 | $6,724-64.5% | $8,252-71.1% | $5,651-57.8% |