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 9-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 | $90,976 | $80,673+12.8% | $101,326-10.2% | $84,808+7.3% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 15.88% | 38.95%-23.1pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,885 | $2,698+6.9% | $3,665-21.3% | $2,631+9.6% |
| Participant deferral / active EE | $7,354 | $6,840+7.5% | $7,994-8.0% | $4,212+74.6% |
| Admin fee / account holder | $4,935 | $12,784-61.4% | $11,185-55.9% | $7,344-32.8% |