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 | $109,555 | $148,978-26.5% | $200,582-45.4% | $84,808+29.2% |
| Participation rate | 88.3% | 84.2%+4.1pp | 86.9%+1.4pp | 68.3%+20.0pp |
| Annual return | 19.71% | 28.16%-8.5pp | 42.33%-22.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,954 | $4,815-17.9% | $6,419-38.4% | $2,631+50.3% |
| Participant deferral / active EE | $6,538 | $7,142-8.5% | $9,331-29.9% | $4,212+55.2% |
| Admin fee / account holder | $2,200 | $13,977-84.3% | $16,305-86.5% | $7,344-70.0% |