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 | $85,204 | $148,978-42.8% | $200,582-57.5% | $84,808+0.5% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 14.30% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,208 | $4,815-33.4% | $6,419-50.0% | $2,631+21.9% |
| Participant deferral / active EE | $5,622 | $7,142-21.3% | $9,331-39.7% | $4,212+33.5% |
| Admin fee / account holder | $1,304 | $13,977-90.7% | $16,305-92.0% | $7,344-82.2% |