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 | $86,378 | $63,355+36.3% | $91,989-6.1% | $72,985+18.4% |
| Participation rate | 89.7% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.2pp |
| Annual return | 23.10% | 35.35%-12.2pp | 69.02%-45.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,607 | $2,116+23.2% | $3,452-24.5% | $2,440+6.9% |
| Participant deferral / active EE | $7,323 | $4,883+50.0% | $5,923+23.6% | $3,607+103.0% |
| Admin fee / account holder | $2,712 | $4,668-41.9% | $7,743-65.0% | $5,124-47.1% |