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 | $81,997 | $80,717+1.6% | $154,803-47.0% | $84,808-3.3% |
| Participation rate | 82.3% | 66.8%+15.5pp | 78.1%+4.2pp | 68.3%+14.0pp |
| Annual return | 20.10% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,051 | $2,761-25.7% | $4,305-52.4% | $2,631-22.0% |
| Participant deferral / active EE | $3,941 | $3,303+19.3% | $5,540-28.9% | $4,212-6.4% |
| Admin fee / account holder | $5,242 | $6,746-22.3% | $14,329-63.4% | $7,344-28.6% |