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 | $84,133 | $73,981+13.7% | $105,722-20.4% | $62,891+33.8% |
| Participation rate | 77.3% | 71.7%+5.6pp | 78.9%-1.6pp | 69.3%+8.0pp |
| Annual return | 6.64% | 17.60%-11.0pp | 12.25%-5.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,509 | $2,856-47.2% | $4,079-63.0% | $2,281-33.8% |
| Participant deferral / active EE | $2,899 | $4,038-28.2% | $5,326-45.6% | $3,203-9.5% |
| Admin fee / account holder | $1,162 | $5,976-80.6% | $8,308-86.0% | $4,296-73.0% |