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 | $82,368 | $80,717+2.0% | $154,803-46.8% | $84,808-2.9% |
| Participation rate | 86.8% | 66.8%+20.0pp | 78.1%+8.8pp | 68.3%+18.5pp |
| Annual return | 15.49% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $989 | $2,761-64.2% | $4,305-77.0% | $2,631-62.4% |
| Participant deferral / active EE | $5,050 | $3,303+52.9% | $5,540-8.9% | $4,212+19.9% |
| Admin fee / account holder | $10,220 | $6,746+51.5% | $14,329-28.7% | $7,344+39.2% |