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 | $93,843 | $72,012+30.3% | $185,823-49.5% | $79,858+17.5% |
| Participation rate | 76.7% | 65.8%+10.9pp | 78.0%-1.4pp | 69.6%+7.0pp |
| Annual return | 15.40% | 23.12%-7.7pp | 35.95%-20.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,015 | $1,965+2.6% | $4,087-50.7% | $2,471-18.4% |
| Participant deferral / active EE | $3,243 | $3,779-14.2% | $5,632-42.4% | $3,740-13.3% |
| Admin fee / account holder | $9,532 | $4,513+111.2% | $9,500+0.3% | $5,306+79.6% |