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 | $74,321 | $72,277+2.8% | $101,248-26.6% | $79,858-6.9% |
| Participation rate | 86.8% | 68.5%+18.3pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 13.99% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,216 | $2,692-17.7% | $3,660-39.4% | $2,471-10.3% |
| Participant deferral / active EE | $6,316 | $3,282+92.5% | $4,370+44.5% | $3,740+68.9% |
| Admin fee / account holder | $8,758 | $4,400+99.0% | $5,945+47.3% | $5,306+65.1% |