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 | $91,947 | $80,968+13.6% | $96,544-4.8% | $75,163+22.3% |
| Participation rate | 89.2% | 71.8%+17.4pp | 76.0%+13.2pp | 67.2%+22.0pp |
| Annual return | 26.84% | 27.06%-0.2pp | 25.84%+1.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $5,529 | $2,282+142.3% | $2,965+86.5% | $2,670+107.1% |
| Participant deferral / active EE | $5,271 | $3,928+34.2% | $4,851+8.7% | $4,125+27.8% |
| Admin fee / account holder | $1,287 | $6,724-80.9% | $8,252-84.4% | $5,651-77.2% |