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 | $89,812 | $138,347-35.1% | $184,203-51.2% | $80,856+11.1% |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.8%+1.1pp | 67.6%+20.2pp |
| Annual return | 11.22% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,728 | $4,850-64.4% | $6,427-73.1% | $2,755-37.3% |
| Participant deferral / active EE | $5,611 | $7,071-20.6% | $9,131-38.6% | $4,296+30.6% |
| Admin fee / account holder | $12,319 | $10,483+17.5% | $13,901-11.4% | $6,918+78.1% |