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 5-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 | $94,930 | $109,881-13.6% | $150,045-36.7% | $84,808+11.9% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 24.26% | 28.25%-4.0pp | 62.55%-38.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $4,066 | $3,561+14.2% | $4,693-13.4% | $2,631+54.5% |
| Participant deferral / active EE | $8,134 | $6,636+22.6% | $7,997+1.7% | $4,212+93.1% |
| Admin fee / account holder | $795 | $8,568-90.7% | $13,435-94.1% | $7,344-89.2% |