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 | $78,444 | $83,477-6.0% | $125,175-37.3% | $72,985+7.5% |
| Participation rate | 93.2% | 73.3%+19.9pp | 79.8%+13.4pp | 69.5%+23.7pp |
| Annual return | 23.28% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,360 | $2,345+85.9% | $3,865+12.8% | $2,440+78.7% |
| Participant deferral / active EE | $8,998 | $3,585+151.0% | $4,937+82.3% | $3,607+149.4% |
| Admin fee / account holder | $3,477 | $5,517-37.0% | $9,702-64.2% | $5,124-32.1% |