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 | $80,232 | $76,367+5.1% | $93,606-14.3% | $72,985+9.9% |
| Participation rate | 81.4% | 71.7%+9.6pp | 75.8%+5.6pp | 69.5%+11.9pp |
| Annual return | 24.60% | 25.82%-1.2pp | 32.76%-8.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,831 | $2,275-19.5% | $2,718-32.6% | $2,440-25.0% |
| Participant deferral / active EE | $2,984 | $3,538-15.7% | $4,069-26.7% | $3,607-17.3% |
| Admin fee / account holder | $1,010 | $6,838-85.2% | $7,888-87.2% | $5,124-80.3% |