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 | $80,912 | $78,926+2.5% | $136,749-40.8% | $84,808-4.6% |
| Participation rate | 80.6% | 62.2%+18.5pp | 72.1%+8.5pp | 68.3%+12.3pp |
| Annual return | 16.12% | 18.17%-2.1pp | 24.33%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,785 | $2,134+124.2% | $3,400+40.7% | $2,631+81.9% |
| Participant deferral / active EE | $2,801 | $3,168-11.6% | $4,692-40.3% | $4,212-33.5% |
| Admin fee / account holder | $2,955 | $6,369-53.6% | $11,386-74.0% | $7,344-59.8% |