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 | $89,421 | $60,892+46.9% | $82,389+8.5% | $84,808+5.4% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.3pp | 68.3%+14.6pp |
| Annual return | 13.24% | 37.29%-24.1pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,693 | $1,779+51.4% | $2,517+7.0% | $2,631+2.4% |
| Participant deferral / active EE | $8,953 | $3,179+181.7% | $4,155+115.5% | $4,212+112.6% |
| Admin fee / account holder | $6,185 | $5,467+13.1% | $7,231-14.5% | $7,344-15.8% |