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 | $85,757 | $65,365+31.2% | $92,893-7.7% | $72,985+17.5% |
| Participation rate | 95.3% | 68.3%+27.0pp | 76.0%+19.3pp | 69.5%+25.9pp |
| Annual return | 21.90% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,953 | $2,594+13.8% | $3,653-19.2% | $2,440+21.0% |
| Participant deferral / active EE | $4,428 | $3,128+41.6% | $4,236+4.5% | $3,607+22.8% |
| Admin fee / account holder | $6,047 | $4,251+42.2% | $5,794+4.4% | $5,124+18.0% |