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 | $92,069 | $81,460+13.0% | $103,333-10.9% | $80,856+13.9% |
| Participation rate | 87.9% | 66.8%+21.1pp | 74.5%+13.4pp | 67.6%+20.3pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,422 | $3,105-22.0% | $3,868-37.4% | $2,755-12.1% |
| Participant deferral / active EE | $3,424 | $3,869-11.5% | $5,057-32.3% | $4,296-20.3% |
| Admin fee / account holder | $2,980 | $6,566-54.6% | $8,355-64.3% | $6,918-56.9% |