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 | $89,634 | $148,978-39.8% | $200,582-55.3% | $84,808+5.7% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 23.40% | 28.16%-4.8pp | 42.33%-18.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,991 | $4,815-17.1% | $6,419-37.8% | $2,631+51.7% |
| Participant deferral / active EE | $8,277 | $7,142+15.9% | $9,331-11.3% | $4,212+96.5% |
| Admin fee / account holder | $546 | $13,977-96.1% | $16,305-96.7% | $7,344-92.6% |