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 | $77,698 | $64,480+20.5% | $81,382-4.5% | $80,856-3.9% |
| Participation rate | 75.7% | 63.9%+11.8pp | 69.5%+6.2pp | 67.6%+8.0pp |
| Annual return | 11.53% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,492 | $1,978-24.6% | $2,463-39.4% | $2,755-45.9% |
| Participant deferral / active EE | $2,374 | $3,094-23.2% | $3,883-38.9% | $4,296-44.7% |
| Admin fee / account holder | $2,738 | $5,671-51.7% | $5,768-52.5% | $6,918-60.4% |