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 | $98,775 | $80,968+22.0% | $96,544+2.3% | $75,163+31.4% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 16.70% | 27.06%-10.4pp | 25.84%-9.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,527 | $2,282-33.1% | $2,965-48.5% | $2,670-42.8% |
| Participant deferral / active EE | $6,446 | $3,928+64.1% | $4,851+32.9% | $4,125+56.3% |
| Admin fee / account holder | $3,098 | $6,724-53.9% | $8,252-62.5% | $5,651-45.2% |