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 | $84,843 | $55,706+52.3% | $75,886+11.8% | $72,985+16.2% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.1pp | 69.5%+13.8pp |
| Annual return | 19.82% | 27.59%-7.8pp | 30.76%-10.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,088 | $1,687+23.8% | $2,500-16.5% | $2,440-14.4% |
| Participant deferral / active EE | $3,737 | $2,634+41.9% | $3,603+3.7% | $3,607+3.6% |
| Admin fee / account holder | $36,506 | $3,978+817.6% | $5,418+573.8% | $5,124+612.4% |