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 | $85,352 | $80,717+5.7% | $154,803-44.9% | $84,808+0.6% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 17.25% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,101 | $2,761-23.9% | $4,305-51.2% | $2,631-20.2% |
| Participant deferral / active EE | $2,749 | $3,303-16.8% | $5,540-50.4% | $4,212-34.7% |
| Admin fee / account holder | $1,027 | $6,746-84.8% | $14,329-92.8% | $7,344-86.0% |