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 | $84,119 | $80,968+3.9% | $96,544-12.9% | $75,163+11.9% |
| Participation rate | 88.6% | 71.8%+16.9pp | 76.0%+12.7pp | 67.2%+21.4pp |
| Annual return | 23.88% | 27.06%-3.2pp | 25.84%-2.0pp | 160.62%-136.7pp |
| Employer contribution / active EE | $6,090 | $2,282+166.9% | $2,965+105.4% | $2,670+128.1% |
| Participant deferral / active EE | $9,241 | $3,928+135.3% | $4,851+90.5% | $4,125+124.0% |
| Admin fee / account holder | $3,101 | $6,724-53.9% | $8,252-62.4% | $5,651-45.1% |