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 | $88,402 | $76,367+15.8% | $93,606-5.6% | $72,985+21.1% |
| Participation rate | 93.5% | 71.7%+21.8pp | 75.8%+17.7pp | 69.5%+24.1pp |
| Annual return | 22.62% | 25.82%-3.2pp | 32.76%-10.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,577 | $2,275-30.7% | $2,718-42.0% | $2,440-35.4% |
| Participant deferral / active EE | $4,124 | $3,538+16.6% | $4,069+1.4% | $3,607+14.3% |
| Admin fee / account holder | $1,412 | $6,838-79.3% | $7,888-82.1% | $5,124-72.4% |