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 | $86,958 | $78,422+10.9% | $95,952-9.4% | $79,858+8.9% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 23.04% | 19.37%+3.7pp | 91.61%-68.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,128 | $1,945-42.0% | $2,541-55.6% | $2,471-54.3% |
| Participant deferral / active EE | $4,661 | $3,440+35.5% | $4,167+11.9% | $3,740+24.6% |
| Admin fee / account holder | $1,080 | $5,622-80.8% | $6,795-84.1% | $5,306-79.6% |