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 | $92,863 | $74,927+23.9% | $101,794-8.8% | $84,808+9.5% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.2%+9.4pp | 68.3%+10.3pp |
| Annual return | 13.34% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,077 | $1,522-29.3% | $2,289-53.0% | $2,631-59.1% |
| Participant deferral / active EE | $4,402 | $3,099+42.0% | $4,084+7.8% | $4,212+4.5% |
| Admin fee / account holder | $6,867 | $6,514+5.4% | $8,777-21.8% | $7,344-6.5% |