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 | $77,264 | $87,841-12.0% | $133,980-42.3% | $62,891+22.9% |
| Participation rate | 93.8% | 83.4%+10.4pp | 87.1%+6.7pp | 69.3%+24.4pp |
| Annual return | 9.91% | 12.05%-2.1pp | 29.30%-19.4pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,366 | $3,483-32.1% | $5,211-54.6% | $2,281+3.7% |
| Participant deferral / active EE | $4,711 | $4,812-2.1% | $6,282-25.0% | $3,203+47.1% |
| Admin fee / account holder | $511 | $5,371-90.5% | $9,324-94.5% | $4,296-88.1% |