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 | $85,212 | $181,894-53.2% | $156,549-45.6% | $273,961-68.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,175 | $6,248-1.2% | $5,501+12.2% | $4,869+26.8% |
| Participant deferral / active EE | $4,468 | $5,550-19.5% | $4,871-8.3% | $5,287-15.5% |
| Admin fee / account holder | $1,060 | $15,559-93.2% | $13,027-91.9% | $10,132-89.5% |