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 | $83,177 | $148,978-44.2% | $200,582-58.5% | $84,808-1.9% |
| Participation rate | 94.2% | 84.2%+10.0pp | 86.9%+7.3pp | 68.3%+25.9pp |
| Annual return | 16.06% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,433 | $4,815-49.5% | $6,419-62.1% | $2,631-7.5% |
| Participant deferral / active EE | $4,290 | $7,142-39.9% | $9,331-54.0% | $4,212+1.9% |
| Admin fee / account holder | $3,116 | $13,977-77.7% | $16,305-80.9% | $7,344-57.6% |