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 | $80,174 | $95,803-16.3% | $113,168-29.2% | $84,808-5.5% |
| Participation rate | 89.5% | 72.9%+16.6pp | 76.6%+12.9pp | 68.3%+21.2pp |
| Annual return | 16.12% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,095 | $2,360-53.6% | $2,975-63.2% | $2,631-58.4% |
| Participant deferral / active EE | $2,988 | $4,242-29.6% | $5,107-41.5% | $4,212-29.0% |
| Admin fee / account holder | $1,189 | $8,989-86.8% | $12,068-90.1% | $7,344-83.8% |