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 | $82,583 | $80,968+2.0% | $96,544-14.5% | $75,163+9.9% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 20.99% | 27.06%-6.1pp | 25.84%-4.9pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,973 | $2,282-13.5% | $2,965-33.5% | $2,670-26.1% |
| Participant deferral / active EE | $4,523 | $3,928+15.1% | $4,851-6.8% | $4,125+9.6% |
| Admin fee / account holder | $2,973 | $6,724-55.8% | $8,252-64.0% | $5,651-47.4% |