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 | $92,102 | $81,248+13.4% | $155,509-40.8% | $80,856+13.9% |
| Participation rate | 73.2% | 66.2%+6.9pp | 78.2%-5.0pp | 67.6%+5.5pp |
| Annual return | 13.44% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,608 | $3,100-48.1% | $4,672-65.6% | $2,755-41.6% |
| Participant deferral / active EE | $4,105 | $3,452+18.9% | $5,626-27.0% | $4,296-4.4% |
| Admin fee / account holder | $9,733 | $7,997+21.7% | $15,912-38.8% | $6,918+40.7% |