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 | $95,790 | $81,460+17.6% | $103,333-7.3% | $80,856+18.5% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 10.76% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,761 | $3,105-11.1% | $3,868-28.6% | $2,755+0.2% |
| Participant deferral / active EE | $5,296 | $3,869+36.9% | $5,057+4.7% | $4,296+23.3% |
| Admin fee / account holder | $9,340 | $6,566+42.2% | $8,355+11.8% | $6,918+35.0% |