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 | $86,271 | $81,460+5.9% | $103,333-16.5% | $80,856+6.7% |
| Participation rate | 79.6% | 66.8%+12.7pp | 74.5%+5.1pp | 67.6%+12.0pp |
| Annual return | 14.81% | 25.55%-10.7pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,586 | $3,105-16.7% | $3,868-33.1% | $2,755-6.1% |
| Participant deferral / active EE | $3,726 | $3,869-3.7% | $5,057-26.3% | $4,296-13.3% |
| Admin fee / account holder | $738 | $6,566-88.8% | $8,355-91.2% | $6,918-89.3% |