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 | $76,974 | $65,365+17.8% | $92,893-17.1% | $72,985+5.5% |
| Participation rate | 87.0% | 68.3%+18.7pp | 76.0%+11.0pp | 69.5%+17.6pp |
| Annual return | 18.95% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,810 | $2,594-30.2% | $3,653-50.5% | $2,440-25.8% |
| Participant deferral / active EE | $3,633 | $3,128+16.1% | $4,236-14.2% | $3,607+0.7% |
| Admin fee / account holder | $7,257 | $4,251+70.7% | $5,794+25.3% | $5,124+41.6% |