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 9-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 | $88,808 | $93,571-5.1% | $135,903-34.7% | $75,163+18.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 16.97% | 30.90%-13.9pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,928 | $3,537-17.2% | $4,856-39.7% | $2,670+9.7% |
| Participant deferral / active EE | $6,688 | $6,404+4.4% | $7,758-13.8% | $4,125+62.1% |
| Admin fee / account holder | $1,832 | $6,975-73.7% | $10,762-83.0% | $5,651-67.6% |