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 | $84,785 | $53,018+59.9% | $70,014+21.1% | $62,891+34.8% |
| Participation rate | 97.9% | 67.2%+30.7pp | 71.8%+26.1pp | 69.3%+28.6pp |
| Annual return | 6.86% | 13.35%-6.5pp | 12.99%-6.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,163 | $1,799+75.8% | $2,338+35.3% | $2,281+38.7% |
| Participant deferral / active EE | $7,570 | $2,395+216.1% | $2,931+158.3% | $3,203+136.3% |
| Admin fee / account holder | $4,107 | $3,690+11.3% | $4,380-6.2% | $4,296-4.4% |