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 | $95,507 | $94,625+0.9% | $116,228-17.8% | $84,808+12.6% |
| Participation rate | 77.4% | 70.4%+7.0pp | 74.6%+2.9pp | 68.3%+9.1pp |
| Annual return | 19.87% | 20.40%-0.5pp | 90.06%-70.2pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,188 | $2,347-6.8% | $2,994-26.9% | $2,631-16.9% |
| Participant deferral / active EE | $5,258 | $3,972+32.4% | $4,953+6.1% | $4,212+24.8% |
| Admin fee / account holder | $1,669 | $10,091-83.5% | $11,989-86.1% | $7,344-77.3% |