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 3-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 | $84,736 | $86,929-2.5% | $102,423-17.3% | $80,856+4.8% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 12.18% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,462 | $2,369+46.1% | $3,023+14.5% | $2,755+25.7% |
| Participant deferral / active EE | $4,560 | $4,118+10.7% | $5,053-9.8% | $4,296+6.1% |
| Admin fee / account holder | $7,499 | $8,049-6.8% | $9,451-20.7% | $6,918+8.4% |