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 | $85,669 | $72,492+18.2% | $87,100-1.6% | $72,985+17.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.89% | 24.46%-4.6pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,418 | $1,894-25.1% | $2,521-43.7% | $2,440-41.9% |
| Participant deferral / active EE | $2,763 | $3,270-15.5% | $4,049-31.8% | $3,607-23.4% |
| Admin fee / account holder | $5,864 | $5,055+16.0% | $7,497-21.8% | $5,124+14.4% |