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 | $91,076 | $78,926+15.4% | $136,749-33.4% | $84,808+7.4% |
| Participation rate | 83.3% | 62.2%+21.2pp | 72.1%+11.2pp | 68.3%+15.0pp |
| Annual return | 12.90% | 18.17%-5.3pp | 24.33%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,250 | $2,134+52.3% | $3,400-4.4% | $2,631+23.5% |
| Participant deferral / active EE | $6,672 | $3,168+110.6% | $4,692+42.2% | $4,212+58.4% |
| Admin fee / account holder | $17,254 | $6,369+170.9% | $11,386+51.5% | $7,344+134.9% |