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 | $85,123 | $95,803-11.1% | $113,168-24.8% | $84,808+0.4% |
| Participation rate | 94.7% | 72.9%+21.9pp | 76.6%+18.2pp | 68.3%+26.4pp |
| Annual return | 13.48% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,648 | $2,360-30.2% | $2,975-44.6% | $2,631-37.4% |
| Participant deferral / active EE | $4,180 | $4,242-1.5% | $5,107-18.1% | $4,212-0.7% |
| Admin fee / account holder | $5,267 | $8,989-41.4% | $12,068-56.4% | $7,344-28.3% |