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 | $90,009 | $109,881-18.1% | $150,045-40.0% | $84,808+6.1% |
| Participation rate | 79.1% | 76.1%+3.0pp | 82.3%-3.3pp | 68.3%+10.8pp |
| Annual return | 18.78% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,688 | $3,561+3.6% | $4,693-21.4% | $2,631+40.2% |
| Participant deferral / active EE | $8,656 | $6,636+30.4% | $7,997+8.2% | $4,212+105.5% |
| Admin fee / account holder | $6,010 | $8,568-29.9% | $13,435-55.3% | $7,344-18.2% |