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 | $91,418 | $79,944+14.4% | $98,439-7.1% | $75,163+21.6% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 24.56% | 19.75%+4.8pp | 21.16%+3.4pp | 160.62%-136.1pp |
| Employer contribution / active EE | $1,628 | $2,264-28.1% | $3,048-46.6% | $2,670-39.0% |
| Participant deferral / active EE | $5,790 | $3,752+54.3% | $4,738+22.2% | $4,125+40.4% |
| Admin fee / account holder | $8,320 | $6,840+21.6% | $8,948-7.0% | $5,651+47.2% |