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 | $89,915 | $72,277+24.4% | $101,248-11.2% | $79,858+12.6% |
| Participation rate | 82.0% | 68.5%+13.5pp | 75.8%+6.2pp | 69.6%+12.3pp |
| Annual return | 16.79% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,069 | $2,692+14.0% | $3,660-16.1% | $2,471+24.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,500 | $4,400-65.9% | $5,945-74.8% | $5,306-71.7% |