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 8-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 | $88,032 | $148,978-40.9% | $200,582-56.1% | $84,808+3.8% |
| Participation rate | 91.2% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.9pp |
| Annual return | 16.59% | 28.16%-11.6pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,665 | $4,815-23.9% | $6,419-42.9% | $2,631+39.3% |
| Participant deferral / active EE | $7,163 | $7,142+0.3% | $9,331-23.2% | $4,212+70.1% |
| Admin fee / account holder | $3,679 | $13,977-73.7% | $16,305-77.4% | $7,344-49.9% |