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 | $98,732 | $80,717+22.3% | $154,803-36.2% | $84,808+16.4% |
| Participation rate | 81.0% | 66.8%+14.1pp | 78.1%+2.9pp | 68.3%+12.6pp |
| Annual return | 14.20% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,378 | $2,761-50.1% | $4,305-68.0% | $2,631-47.6% |
| Participant deferral / active EE | $3,682 | $3,303+11.5% | $5,540-33.5% | $4,212-12.6% |
| Admin fee / account holder | $1,932 | $6,746-71.4% | $14,329-86.5% | $7,344-73.7% |