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 | $78,698 | $109,359-28.0% | $162,163-51.5% | $72,985+7.8% |
| Participation rate | 91.8% | 84.3%+7.5pp | 87.6%+4.2pp | 69.5%+22.3pp |
| Annual return | 31.03% | 25.46%+5.6pp | 115.59%-84.6pp | 81.00%-50.0pp |
| Employer contribution / active EE | $4,057 | $3,907+3.8% | $5,614-27.7% | $2,440+66.3% |
| Participant deferral / active EE | $9,463 | $5,481+72.6% | $7,298+29.7% | $3,607+162.3% |
| Admin fee / account holder | $528 | $7,972-93.4% | $10,843-95.1% | $5,124-89.7% |