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 | $93,243 | $123,793-24.7% | $177,821-47.6% | $79,858+16.8% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 17.04% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,346 | $4,095-18.3% | $5,918-43.5% | $2,471+35.4% |
| Participant deferral / active EE | $11,821 | $5,956+98.5% | $7,714+53.2% | $3,740+216.1% |
| Admin fee / account holder | $6,181 | $7,243-14.7% | $12,427-50.3% | $5,306+16.5% |