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 | $88,554 | $72,492+22.2% | $87,100+1.7% | $72,985+21.3% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.9%+0.7pp | 69.5%+8.1pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,869 | $1,894-1.3% | $2,521-25.9% | $2,440-23.4% |
| Participant deferral / active EE | $8,393 | $3,270+156.7% | $4,049+107.3% | $3,607+132.7% |
| Admin fee / account holder | $5,943 | $5,055+17.6% | $7,497-20.7% | $5,124+16.0% |