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 | $85,420 | $80,717+5.8% | $154,803-44.8% | $84,808+0.7% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 20.25% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $4,837 | $2,761+75.2% | $4,305+12.3% | $2,631+83.8% |
| Participant deferral / active EE | $5,981 | $3,303+81.1% | $5,540+7.9% | $4,212+42.0% |
| Admin fee / account holder | $3,523 | $6,746-47.8% | $14,329-75.4% | $7,344-52.0% |