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 | $93,695 | $95,803-2.2% | $113,168-17.2% | $84,808+10.5% |
| Participation rate | 72.9% | 72.9%0pp | 76.6%-3.7pp | 68.3%+4.6pp |
| Annual return | 15.94% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,511 | $2,360-36.0% | $2,975-49.2% | $2,631-42.6% |
| Participant deferral / active EE | $4,419 | $4,242+4.2% | $5,107-13.5% | $4,212+4.9% |
| Admin fee / account holder | $714 | $8,989-92.1% | $12,068-94.1% | $7,344-90.3% |