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 | $87,810 | $60,892+44.2% | $82,389+6.6% | $84,808+3.5% |
| Participation rate | 74.1% | 63.3%+10.8pp | 69.5%+4.5pp | 68.3%+5.8pp |
| Annual return | 15.73% | 37.29%-21.6pp | 28.67%-12.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,762 | $1,779-1.0% | $2,517-30.0% | $2,631-33.0% |
| Participant deferral / active EE | $4,788 | $3,179+50.6% | $4,155+15.2% | $4,212+13.7% |
| Admin fee / account holder | $5,699 | $5,467+4.2% | $7,231-21.2% | $7,344-22.4% |