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 | $85,461 | $138,347-38.2% | $184,203-53.6% | $80,856+5.7% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 14.76% | 20.02%-5.3pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,323 | $4,850+51.0% | $6,427+13.9% | $2,755+165.8% |
| Participant deferral / active EE | $12,292 | $7,071+73.8% | $9,131+34.6% | $4,296+186.1% |
| Admin fee / account holder | $13,366 | $10,483+27.5% | $13,901-3.8% | $6,918+93.2% |