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 | $94,801 | $74,927+26.5% | $101,794-6.9% | $84,808+11.8% |
| Participation rate | 75.7% | 61.4%+14.3pp | 69.2%+6.5pp | 68.3%+7.4pp |
| Annual return | 16.65% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,376 | $1,522+56.2% | $2,289+3.8% | $2,631-9.7% |
| Participant deferral / active EE | $4,702 | $3,099+51.7% | $4,084+15.1% | $4,212+11.7% |
| Admin fee / account holder | $2,718 | $6,514-58.3% | $8,777-69.0% | $7,344-63.0% |