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 | $88,924 | $93,571-5.0% | $135,903-34.6% | $75,163+18.3% |
| Participation rate | 84.4% | 75.2%+9.3pp | 81.9%+2.5pp | 67.2%+17.3pp |
| Annual return | 17.68% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,007 | $3,537-43.2% | $4,856-58.7% | $2,670-24.8% |
| Participant deferral / active EE | $5,846 | $6,404-8.7% | $7,758-24.6% | $4,125+41.7% |
| Admin fee / account holder | $4,927 | $6,975-29.4% | $10,762-54.2% | $5,651-12.8% |