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 | $90,647 | $95,803-5.4% | $113,168-19.9% | $84,808+6.9% |
| Participation rate | 93.2% | 72.9%+20.3pp | 76.6%+16.6pp | 68.3%+24.9pp |
| Annual return | 17.48% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,292 | $2,360+39.5% | $2,975+10.7% | $2,631+25.1% |
| Participant deferral / active EE | $6,891 | $4,242+62.4% | $5,107+34.9% | $4,212+63.6% |
| Admin fee / account holder | $7,127 | $8,989-20.7% | $12,068-40.9% | $7,344-2.9% |