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 | $90,906 | $100,326-9.4% | $180,183-49.5% | $84,808+7.2% |
| Participation rate | 71.0% | 71.0%0pp | 77.4%-6.5pp | 68.3%+2.7pp |
| Annual return | 15.77% | 17.86%-2.1pp | 27.86%-12.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,548 | $3,269-22.1% | $5,039-49.4% | $2,631-3.1% |
| Participant deferral / active EE | $7,525 | $5,066+48.5% | $6,822+10.3% | $4,212+78.7% |
| Admin fee / account holder | $3,773 | $9,674-61.0% | $19,975-81.1% | $7,344-48.6% |