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 | $86,597 | $148,978-41.9% | $200,582-56.8% | $84,808+2.1% |
| Participation rate | 83.7% | 84.2%-0.5pp | 86.9%-3.2pp | 68.3%+15.4pp |
| Annual return | 19.88% | 28.16%-8.3pp | 42.33%-22.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,307 | $4,815-10.5% | $6,419-32.9% | $2,631+63.7% |
| Participant deferral / active EE | $8,070 | $7,142+13.0% | $9,331-13.5% | $4,212+91.6% |
| Admin fee / account holder | $421 | $13,977-97.0% | $16,305-97.4% | $7,344-94.3% |