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 | $86,662 | $74,927+15.7% | $101,794-14.9% | $84,808+2.2% |
| Participation rate | 92.6% | 61.4%+31.2pp | 69.2%+23.4pp | 68.3%+24.3pp |
| Annual return | 12.60% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,227 | $1,522+46.3% | $2,289-2.7% | $2,631-15.4% |
| Participant deferral / active EE | $3,640 | $3,099+17.4% | $4,084-10.9% | $4,212-13.6% |
| Admin fee / account holder | $3,202 | $6,514-50.8% | $8,777-63.5% | $7,344-56.4% |