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 | $83,747 | $88,707-5.6% | $74,183+12.9% | $273,961-69.4% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 5.35% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,695 | $3,159-46.4% | $2,370-28.5% | $4,869-65.2% |
| Participant deferral / active EE | $3,346 | $4,212-20.6% | $3,550-5.7% | $5,287-36.7% |
| Admin fee / account holder | $1,048 | $8,717-88.0% | $5,586-81.2% | $10,132-89.7% |