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 | $82,413 | $86,929-5.2% | $102,423-19.5% | $80,856+1.9% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.6%+24.3pp |
| Annual return | 25.92% | 18.88%+7.0pp | 29.32%-3.4pp | 35.59%-9.7pp |
| Employer contribution / active EE | $2,611 | $2,369+10.2% | $3,023-13.6% | $2,755-5.2% |
| Participant deferral / active EE | $5,631 | $4,118+36.7% | $5,053+11.4% | $4,296+31.1% |
| Admin fee / account holder | $3,526 | $8,049-56.2% | $9,451-62.7% | $6,918-49.0% |