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 | $92,696 | $163,101-43.2% | $136,749-32.2% | $142,382-34.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 14.23% | 27.54%-13.3pp | 24.33%-10.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,387 | $4,117-66.3% | $3,400-59.2% | $4,299-67.7% |
| Participant deferral / active EE | $2,462 | $5,585-55.9% | $4,692-47.5% | $6,507-62.2% |
| Admin fee / account holder | $57,749 | $14,318+303.3% | $11,386+407.2% | $12,624+357.5% |