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 | $87,412 | $76,552+14.2% | $123,892-29.4% | $62,891+39.0% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $5,070 | $2,883+75.9% | $4,617+9.8% | $2,281+122.3% |
| Participant deferral / active EE | $4,280 | $4,840-11.6% | $5,984-28.5% | $3,203+33.6% |
| Admin fee / account holder | $10,518 | $4,826+118.0% | $8,357+25.9% | $4,296+144.9% |