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 | $81,582 | $95,803-14.8% | $113,168-27.9% | $84,808-3.8% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 15.50% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,978 | $2,360+26.2% | $2,975+0.1% | $2,631+13.2% |
| Participant deferral / active EE | $4,948 | $4,242+16.6% | $5,107-3.1% | $4,212+17.5% |
| Admin fee / account holder | $5,953 | $8,989-33.8% | $12,068-50.7% | $7,344-18.9% |