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 | $89,280 | $77,503+15.2% | $100,391-11.1% | $80,856+10.4% |
| Participation rate | 90.0% | 76.9%+13.1pp | 81.5%+8.5pp | 67.6%+22.4pp |
| Annual return | 20.81% | 37.20%-16.4pp | 49.20%-28.4pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,212 | $2,801+14.7% | $3,942-18.5% | $2,755+16.6% |
| Participant deferral / active EE | $6,388 | $6,820-6.3% | $8,082-21.0% | $4,296+48.7% |
| Admin fee / account holder | $3,724 | $5,897-36.9% | $7,899-52.9% | $6,918-46.2% |