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 | $85,915 | $125,758-31.7% | $169,993-49.5% | $75,163+14.3% |
| Participation rate | 90.4% | 83.6%+6.8pp | 87.0%+3.4pp | 67.2%+23.2pp |
| Annual return | 18.90% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,034 | $4,615-12.6% | $6,785-40.6% | $2,670+51.1% |
| Participant deferral / active EE | $4,340 | $6,837-36.5% | $10,408-58.3% | $4,125+5.2% |
| Admin fee / account holder | $6,056 | $8,173-25.9% | $12,815-52.7% | $5,651+7.2% |