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 | $77,213 | $72,277+6.8% | $101,248-23.7% | $79,858-3.3% |
| Participation rate | 71.7% | 68.5%+3.2pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,553 | $2,692-42.3% | $3,660-57.6% | $2,471-37.1% |
| Participant deferral / active EE | $2,681 | $3,282-18.3% | $4,370-38.7% | $3,740-28.3% |
| Admin fee / account holder | $6,256 | $4,400+42.2% | $5,945+5.2% | $5,306+17.9% |