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 | $89,294 | $110,257-19.0% | $96,544-7.5% | $139,434-36.0% |
| Participation rate | 88.2% | 78.1%+10.1pp | 76.0%+12.3pp | 80.3%+7.9pp |
| Annual return | 11.59% | 26.32%-14.7pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,638 | $3,620+28.1% | $2,965+56.4% | $4,751-2.4% |
| Participant deferral / active EE | $2,572 | $5,548-53.6% | $4,851-47.0% | $6,710-61.7% |
| Admin fee / account holder | $5,262 | $11,591-54.6% | $8,252-36.2% | $11,403-53.9% |