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 | $87,146 | $109,413-20.4% | $156,263-44.2% | $84,808+2.8% |
| Participation rate | 87.9% | 72.7%+15.2pp | 78.9%+9.0pp | 68.3%+19.6pp |
| Annual return | 18.74% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,239 | $2,907-23.0% | $4,333-48.3% | $2,631-14.9% |
| Participant deferral / active EE | $4,340 | $4,590-5.4% | $6,158-29.5% | $4,212+3.0% |
| Admin fee / account holder | $551 | $9,357-94.1% | $14,255-96.1% | $7,344-92.5% |