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 | $93,241 | $70,475+32.3% | $100,516-7.2% | $79,858+16.8% |
| Participation rate | 77.8% | 73.7%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 13.80% | 21.90%-8.1pp | 30.89%-17.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,153 | $2,165-0.5% | $3,418-37.0% | $2,471-12.9% |
| Participant deferral / active EE | $5,060 | $5,181-2.3% | $6,270-19.3% | $3,740+35.3% |
| Admin fee / account holder | $1,618 | $4,478-63.9% | $8,081-80.0% | $5,306-69.5% |