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 | $84,111 | $60,022+40.1% | $88,946-5.4% | $84,808-0.8% |
| Participation rate | 89.6% | 57.8%+31.7pp | 68.8%+20.7pp | 68.3%+21.3pp |
| Annual return | 14.92% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,489 | $1,703-12.6% | $2,555-41.7% | $2,631-43.4% |
| Participant deferral / active EE | $4,970 | $3,114+59.6% | $4,581+8.5% | $4,212+18.0% |
| Admin fee / account holder | $8,719 | $4,811+81.2% | $8,261+5.5% | $7,344+18.7% |