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 | $80,919 | $78,926+2.5% | $136,749-40.8% | $84,808-4.6% |
| Participation rate | 83.9% | 62.2%+21.7pp | 72.1%+11.7pp | 68.3%+15.6pp |
| Annual return | 20.27% | 18.17%+2.1pp | 24.33%-4.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,040 | $2,134-4.4% | $3,400-40.0% | $2,631-22.4% |
| Participant deferral / active EE | $2,878 | $3,168-9.2% | $4,692-38.7% | $4,212-31.7% |
| Admin fee / account holder | $929 | $6,369-85.4% | $11,386-91.8% | $7,344-87.3% |