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 | $83,595 | $148,978-43.9% | $200,582-58.3% | $84,808-1.4% |
| Participation rate | 93.9% | 84.2%+9.6pp | 86.9%+7.0pp | 68.3%+25.6pp |
| Annual return | 15.72% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,476 | $4,815-7.0% | $6,419-30.3% | $2,631+70.1% |
| Participant deferral / active EE | $10,053 | $7,142+40.8% | $9,331+7.7% | $4,212+138.7% |
| Admin fee / account holder | $13,625 | $13,977-2.5% | $16,305-16.4% | $7,344+85.5% |