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 | $88,292 | $74,927+17.8% | $101,794-13.3% | $84,808+4.1% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.6pp | 68.3%+16.5pp |
| Annual return | 21.76% | 18.70%+3.1pp | 30.53%-8.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $4,315 | $1,522+183.5% | $2,289+88.5% | $2,631+64.0% |
| Participant deferral / active EE | $9,266 | $3,099+199.0% | $4,084+126.9% | $4,212+120.0% |
| Admin fee / account holder | $5,078 | $6,514-22.0% | $8,777-42.1% | $7,344-30.9% |