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 | $82,454 | $109,413-24.6% | $156,263-47.2% | $84,808-2.8% |
| Participation rate | 94.5% | 72.7%+21.8pp | 78.9%+15.6pp | 68.3%+26.2pp |
| Annual return | 12.89% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,783 | $2,907-4.3% | $4,333-35.8% | $2,631+5.8% |
| Participant deferral / active EE | $5,733 | $4,590+24.9% | $6,158-6.9% | $4,212+36.1% |
| Admin fee / account holder | $29,912 | $9,357+219.7% | $14,255+109.8% | $7,344+307.3% |