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 | $90,807 | $74,927+21.2% | $101,794-10.8% | $84,808+7.1% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.2%+22.2pp | 68.3%+23.1pp |
| Annual return | 13.49% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,157 | $1,522+173.2% | $2,289+81.6% | $2,631+58.0% |
| Participant deferral / active EE | $3,006 | $3,099-3.0% | $4,084-26.4% | $4,212-28.6% |
| Admin fee / account holder | $789 | $6,514-87.9% | $8,777-91.0% | $7,344-89.3% |