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 4-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 | $88,714 | $78,926+12.4% | $136,749-35.1% | $84,808+4.6% |
| Participation rate | 96.6% | 62.2%+34.4pp | 72.1%+24.4pp | 68.3%+28.2pp |
| Annual return | 17.13% | 18.17%-1.0pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,107 | $2,134-1.2% | $3,400-38.0% | $2,631-19.9% |
| Participant deferral / active EE | $3,938 | $3,168+24.3% | $4,692-16.1% | $4,212-6.5% |
| Admin fee / account holder | $5,081 | $6,369-20.2% | $11,386-55.4% | $7,344-30.8% |