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 8-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 | $84,958 | $109,413-22.4% | $156,263-45.6% | $84,808+0.2% |
| Participation rate | 82.4% | 72.7%+9.7pp | 78.9%+3.4pp | 68.3%+14.0pp |
| Annual return | 15.30% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,675 | $2,907-42.4% | $4,333-61.4% | $2,631-36.3% |
| Participant deferral / active EE | $6,139 | $4,590+33.8% | $6,158-0.3% | $4,212+45.8% |
| Admin fee / account holder | $7,818 | $9,357-16.4% | $14,255-45.2% | $7,344+6.5% |