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 | $88,999 | $95,803-7.1% | $113,168-21.4% | $84,808+4.9% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 16.91% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,913 | $2,360+23.4% | $2,975-2.1% | $2,631+10.7% |
| Participant deferral / active EE | $6,919 | $4,242+63.1% | $5,107+35.5% | $4,212+64.3% |
| Admin fee / account holder | $2,025 | $8,989-77.5% | $12,068-83.2% | $7,344-72.4% |