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 | $92,961 | $148,978-37.6% | $200,582-53.7% | $84,808+9.6% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 17.61% | 28.16%-10.6pp | 42.33%-24.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,814 | $4,815+20.7% | $6,419-9.4% | $2,631+121.0% |
| Participant deferral / active EE | $5,861 | $7,142-17.9% | $9,331-37.2% | $4,212+39.2% |
| Admin fee / account holder | $3,832 | $13,977-72.6% | $16,305-76.5% | $7,344-47.8% |