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 | $90,845 | $67,411+34.8% | $91,001-0.2% | $70,131+29.5% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 19.55% | -40.16%+59.7pp | 4.60%+14.9pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,923 | $1,786+7.7% | $2,456-21.7% | $2,342-17.9% |
| Participant deferral / active EE | $3,000 | $2,823+6.3% | $3,547-15.4% | $3,332-10.0% |
| Admin fee / account holder | $326 | $4,236-92.3% | $5,417-94.0% | $4,645-93.0% |