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 8-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 | $87,074 | $80,717+7.9% | $154,803-43.8% | $84,808+2.7% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 19.61% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,544 | $2,761+28.3% | $4,305-17.7% | $2,631+34.7% |
| Participant deferral / active EE | $7,136 | $3,303+116.0% | $5,540+28.8% | $4,212+69.4% |
| Admin fee / account holder | $1,176 | $6,746-82.6% | $14,329-91.8% | $7,344-84.0% |