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 | $68,431 | $80,968-15.5% | $96,544-29.1% | $75,163-9.0% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 19.79% | 27.06%-7.3pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,957 | $2,282-14.2% | $2,965-34.0% | $2,670-26.7% |
| Participant deferral / active EE | $4,794 | $3,928+22.1% | $4,851-1.2% | $4,125+16.2% |
| Admin fee / account holder | $8,747 | $6,724+30.1% | $8,252+6.0% | $5,651+54.8% |