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 5-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 | $85,062 | $80,717+5.4% | $154,803-45.1% | $84,808+0.3% |
| Participation rate | 86.7% | 66.8%+19.9pp | 78.1%+8.6pp | 68.3%+18.4pp |
| Annual return | 20.15% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $4,451 | $2,761+61.2% | $4,305+3.4% | $2,631+69.2% |
| Participant deferral / active EE | $9,641 | $3,303+191.9% | $5,540+74.0% | $4,212+128.9% |
| Admin fee / account holder | $17,004 | $6,746+152.1% | $14,329+18.7% | $7,344+131.5% |