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 | $89,877 | $87,135+3.1% | $206,214-56.4% | $116,875-23.1% |
| Participation rate | 87.8% | 76.8%+11.0pp | 82.4%+5.4pp | 74.5%+13.3pp |
| Annual return | 14.52% | 22.51%-8.0pp | -1.60%+16.1pp | 16.29%-1.8pp |
| Employer contribution / active EE | $5,913 | $3,046+94.1% | $5,967-0.9% | $3,288+79.9% |
| Participant deferral / active EE | $13,339 | $3,898+242.2% | $4,649+186.9% | $3,885+243.4% |
| Admin fee / account holder | $8,975 | $8,630+4.0% | $13,671-34.4% | $12,263-26.8% |