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 | $86,515 | $72,012+20.1% | $185,823-53.4% | $79,858+8.3% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.9pp | 69.6%+19.3pp |
| Annual return | 15.80% | 23.12%-7.3pp | 35.95%-20.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,598 | $1,965+134.0% | $4,087+12.5% | $2,471+86.1% |
| Participant deferral / active EE | $7,267 | $3,779+92.3% | $5,632+29.0% | $3,740+94.3% |
| Admin fee / account holder | $2,811 | $4,513-37.7% | $9,500-70.4% | $5,306-47.0% |