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 | $76,780 | $60,892+26.1% | $82,389-6.8% | $84,808-9.5% |
| Participation rate | 91.5% | 63.3%+28.2pp | 69.5%+21.9pp | 68.3%+23.2pp |
| Annual return | 13.74% | 37.29%-23.6pp | 28.67%-14.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,128 | $1,779+19.6% | $2,517-15.5% | $2,631-19.1% |
| Participant deferral / active EE | $3,698 | $3,179+16.3% | $4,155-11.0% | $4,212-12.2% |
| Admin fee / account holder | $2,188 | $5,467-60.0% | $7,231-69.7% | $7,344-70.2% |