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 | $79,486 | $86,929-8.6% | $102,423-22.4% | $80,856-1.7% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 13.07% | 18.88%-5.8pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,203 | $2,369+35.2% | $3,023+5.9% | $2,755+16.3% |
| Participant deferral / active EE | $7,861 | $4,118+90.9% | $5,053+55.6% | $4,296+83.0% |
| Admin fee / account holder | $15,724 | $8,049+95.4% | $9,451+66.4% | $6,918+127.3% |