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 | $95,812 | $78,422+22.2% | $95,952-0.1% | $79,858+20.0% |
| Participation rate | 96.0% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.4pp |
| Annual return | 11.57% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,550 | $1,945-20.3% | $2,541-39.0% | $2,471-37.2% |
| Participant deferral / active EE | $3,380 | $3,440-1.7% | $4,167-18.9% | $3,740-9.6% |
| Admin fee / account holder | $8,295 | $5,622+47.5% | $6,795+22.1% | $5,306+56.3% |