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 3-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 | $96,561 | $78,926+22.3% | $136,749-29.4% | $84,808+13.9% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 17.75% | 18.17%-0.4pp | 24.33%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,371 | $2,134+58.0% | $3,400-0.8% | $2,631+28.1% |
| Participant deferral / active EE | $6,701 | $3,168+111.5% | $4,692+42.8% | $4,212+59.1% |
| Admin fee / account holder | $3,841 | $6,369-39.7% | $11,386-66.3% | $7,344-47.7% |