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 | $84,182 | $81,248+3.6% | $155,509-45.9% | $80,856+4.1% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.7pp | 67.6%+17.2pp |
| Annual return | 16.20% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,064 | $3,100-1.2% | $4,672-34.4% | $2,755+11.2% |
| Participant deferral / active EE | $5,162 | $3,452+49.5% | $5,626-8.3% | $4,296+20.2% |
| Admin fee / account holder | $384 | $7,997-95.2% | $15,912-97.6% | $6,918-94.4% |