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 | $84,929 | $72,492+17.2% | $87,100-2.5% | $72,985+16.4% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | 22.65% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,488 | $1,894-21.4% | $2,521-41.0% | $2,440-39.0% |
| Participant deferral / active EE | $3,572 | $3,270+9.3% | $4,049-11.8% | $3,607-1.0% |
| Admin fee / account holder | $3,992 | $5,055-21.0% | $7,497-46.7% | $5,124-22.1% |