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 | $76,540 | $74,927+2.2% | $101,794-24.8% | $84,808-9.7% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.2%+17.0pp | 68.3%+17.9pp |
| Annual return | 14.48% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,630 | $1,522+7.1% | $2,289-28.8% | $2,631-38.0% |
| Participant deferral / active EE | $4,451 | $3,099+43.6% | $4,084+9.0% | $4,212+5.7% |
| Admin fee / account holder | $1,625 | $6,514-75.1% | $8,777-81.5% | $7,344-77.9% |