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 | $77,272 | $57,828+33.6% | $117,039-34.0% | $70,131+10.2% |
| Participation rate | 87.5% | 67.1%+20.4pp | 77.2%+10.3pp | 69.5%+18.0pp |
| Annual return | 12.67% | 17.55%-4.9pp | 18.95%-6.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,101 | $1,816+15.7% | $3,785-44.5% | $2,342-10.3% |
| Participant deferral / active EE | $3,581 | $2,438+46.9% | $3,929-8.9% | $3,332+7.5% |
| Admin fee / account holder | $664 | $3,548-81.3% | $5,974-88.9% | $4,645-85.7% |