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 | $79,239 | $72,277+9.6% | $101,248-21.7% | $79,858-0.8% |
| Participation rate | 94.9% | 68.5%+26.4pp | 75.8%+19.1pp | 69.6%+25.2pp |
| Annual return | 15.89% | 22.30%-6.4pp | 46.47%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,254 | $2,692+20.9% | $3,660-11.1% | $2,471+31.7% |
| Participant deferral / active EE | $3,807 | $3,282+16.0% | $4,370-12.9% | $3,740+1.8% |
| Admin fee / account holder | $1,556 | $4,400-64.6% | $5,945-73.8% | $5,306-70.7% |