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 | $80,225 | $93,170-13.9% | $100,534-20.2% | $84,808-5.4% |
| Participation rate | 87.9% | 75.8%+12.1pp | 80.6%+7.3pp | 68.3%+19.6pp |
| Annual return | 17.10% | 47.13%-30.0pp | 32.66%-15.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,981 | $3,985-0.1% | $4,346-8.4% | $2,631+51.3% |
| Participant deferral / active EE | $6,127 | $5,699+7.5% | $6,144-0.3% | $4,212+45.5% |
| Admin fee / account holder | $3,900 | $7,382-47.2% | $7,654-49.1% | $7,344-46.9% |