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 | $89,369 | $110,257-18.9% | $96,544-7.4% | $139,434-35.9% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 16.96% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,839 | $3,620-49.2% | $2,965-38.0% | $4,751-61.3% |
| Participant deferral / active EE | $5,702 | $5,548+2.8% | $4,851+17.5% | $6,710-15.0% |
| Admin fee / account holder | $595 | $11,591-94.9% | $8,252-92.8% | $11,403-94.8% |