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 3-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 | $85,151 | $81,460+4.5% | $103,333-17.6% | $80,856+5.3% |
| Participation rate | 84.6% | 66.8%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 11.90% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,010 | $3,105-67.5% | $3,868-73.9% | $2,755-63.3% |
| Participant deferral / active EE | $4,357 | $3,869+12.6% | $5,057-13.8% | $4,296+1.4% |
| Admin fee / account holder | $8,661 | $6,566+31.9% | $8,355+3.7% | $6,918+25.2% |