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 | $90,042 | $148,978-39.6% | $200,582-55.1% | $84,808+6.2% |
| Participation rate | 80.6% | 84.2%-3.7pp | 86.9%-6.3pp | 68.3%+12.2pp |
| Annual return | 19.57% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,190 | $4,815-13.0% | $6,419-34.7% | $2,631+59.2% |
| Participant deferral / active EE | $7,623 | $7,142+6.7% | $9,331-18.3% | $4,212+81.0% |
| Admin fee / account holder | $13,132 | $13,977-6.0% | $16,305-19.5% | $7,344+78.8% |