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 | $87,824 | $81,460+7.8% | $103,333-15.0% | $80,856+8.6% |
| Participation rate | 79.2% | 66.8%+12.3pp | 74.5%+4.7pp | 67.6%+11.5pp |
| Annual return | 15.90% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,148 | $3,105-30.8% | $3,868-44.5% | $2,755-22.0% |
| Participant deferral / active EE | $3,750 | $3,869-3.1% | $5,057-25.8% | $4,296-12.7% |
| Admin fee / account holder | $1,931 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |