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 | $86,878 | $46,869+85.4% | $122,332-29.0% | $70,131+23.9% |
| Participation rate | 96.3% | 58.2%+38.1pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 18.10% | 24.22%-6.1pp | 30.27%-12.2pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,682 | $1,288+108.3% | $4,050-33.8% | $2,342+14.5% |
| Participant deferral / active EE | $3,290 | $2,166+51.8% | $3,287+0.1% | $3,332-1.3% |
| Admin fee / account holder | $2,345 | $3,322-29.4% | $5,478-57.2% | $4,645-49.5% |