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 | $82,940 | $80,717+2.8% | $154,803-46.4% | $84,808-2.2% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 16.37% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,522 | $2,761-8.7% | $4,305-41.4% | $2,631-4.1% |
| Participant deferral / active EE | $4,191 | $3,303+26.9% | $5,540-24.4% | $4,212-0.5% |
| Admin fee / account holder | $1,210 | $6,746-82.1% | $14,329-91.6% | $7,344-83.5% |