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 | $91,024 | $80,968+12.4% | $96,544-5.7% | $75,163+21.1% |
| Participation rate | 83.8% | 71.8%+12.0pp | 76.0%+7.8pp | 67.2%+16.6pp |
| Annual return | 17.84% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,931 | $2,282-15.4% | $2,965-34.9% | $2,670-27.7% |
| Participant deferral / active EE | $5,981 | $3,928+52.3% | $4,851+23.3% | $4,125+45.0% |
| Admin fee / account holder | $1,978 | $6,724-70.6% | $8,252-76.0% | $5,651-65.0% |