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 | $88,859 | $95,803-7.2% | $113,168-21.5% | $84,808+4.8% |
| Participation rate | 84.6% | 72.9%+11.8pp | 76.6%+8.1pp | 68.3%+16.3pp |
| Annual return | 17.01% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,097 | $2,360-11.1% | $2,975-29.5% | $2,631-20.3% |
| Participant deferral / active EE | $4,509 | $4,242+6.3% | $5,107-11.7% | $4,212+7.1% |
| Admin fee / account holder | $3,161 | $8,989-64.8% | $12,068-73.8% | $7,344-57.0% |