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 | $78,892 | $109,881-28.2% | $150,045-47.4% | $84,808-7.0% |
| Participation rate | 91.1% | 76.1%+15.0pp | 82.3%+8.8pp | 68.3%+22.8pp |
| Annual return | 20.53% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,784 | $3,561+34.3% | $4,693+1.9% | $2,631+81.8% |
| Participant deferral / active EE | $8,548 | $6,636+28.8% | $7,997+6.9% | $4,212+103.0% |
| Admin fee / account holder | $3,133 | $8,568-63.4% | $13,435-76.7% | $7,344-57.3% |