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 | $91,603 | $86,929+5.4% | $102,423-10.6% | $80,856+13.3% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.2pp |
| Annual return | 18.20% | 18.88%-0.7pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,661 | $2,369+12.3% | $3,023-12.0% | $2,755-3.4% |
| Participant deferral / active EE | $4,736 | $4,118+15.0% | $5,053-6.3% | $4,296+10.2% |
| Admin fee / account holder | $448 | $8,049-94.4% | $9,451-95.3% | $6,918-93.5% |