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 | $81,487 | $72,277+12.7% | $101,248-19.5% | $79,858+2.0% |
| Participation rate | 89.1% | 68.5%+20.6pp | 75.8%+13.3pp | 69.6%+19.5pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,855 | $2,692-31.1% | $3,660-49.3% | $2,471-24.9% |
| Participant deferral / active EE | $3,440 | $3,282+4.8% | $4,370-21.3% | $3,740-8.0% |
| Admin fee / account holder | $4,381 | $4,400-0.4% | $5,945-26.3% | $5,306-17.4% |