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 | $84,541 | $73,933+14.3% | $96,683-12.6% | $75,163+12.5% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 16.20% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,340 | $2,928-20.1% | $3,737-37.4% | $2,670-12.4% |
| Participant deferral / active EE | $3,077 | $3,659-15.9% | $4,878-36.9% | $4,125-25.4% |
| Admin fee / account holder | $3,490 | $5,216-33.1% | $6,730-48.1% | $5,651-38.2% |