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 | $90,201 | $74,927+20.4% | $101,794-11.4% | $84,808+6.4% |
| Participation rate | 85.2% | 61.4%+23.8pp | 69.2%+16.0pp | 68.3%+16.9pp |
| Annual return | 17.81% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,795 | $1,522+83.6% | $2,289+22.1% | $2,631+6.2% |
| Participant deferral / active EE | $5,954 | $3,099+92.1% | $4,084+45.8% | $4,212+41.4% |
| Admin fee / account holder | $2,884 | $6,514-55.7% | $8,777-67.1% | $7,344-60.7% |