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 | $91,193 | $127,386-28.4% | $115,037-20.7% | $125,391-27.3% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 5.20% | 31.28%-26.1pp | 26.14%-20.9pp | 282.22%-277.0pp |
| Employer contribution / active EE | $5,060 | $5,166-2.0% | $4,608+9.8% | $4,866+4.0% |
| Participant deferral / active EE | $9,044 | $6,423+40.8% | $6,026+50.1% | $5,352+69.0% |
| Admin fee / account holder | $2,747 | $9,516-71.1% | $8,175-66.4% | $9,540-71.2% |