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 | $83,856 | $80,717+3.9% | $154,803-45.8% | $84,808-1.1% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 26.48% | 37.96%-11.5pp | 58.88%-32.4pp | 40.90%-14.4pp |
| Employer contribution / active EE | $2,534 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $4,040 | $3,303+22.3% | $5,540-27.1% | $4,212-4.1% |
| Admin fee / account holder | $451 | $6,746-93.3% | $14,329-96.9% | $7,344-93.9% |