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 | $77,233 | $74,927+3.1% | $101,794-24.1% | $84,808-8.9% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 20.73% | 18.70%+2.0pp | 30.53%-9.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $4,845 | $1,522+218.4% | $2,289+111.7% | $2,631+84.2% |
| Participant deferral / active EE | $3,048 | $3,099-1.7% | $4,084-25.4% | $4,212-27.6% |
| Admin fee / account holder | $1,041 | $6,514-84.0% | $8,777-88.1% | $7,344-85.8% |