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 | $91,635 | $125,758-27.1% | $169,993-46.1% | $75,163+21.9% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 25.78% | 27.20%-1.4pp | 53.37%-27.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,537 | $6,837+68.7% | $10,408+10.9% | $4,125+179.7% |
| Admin fee / account holder | $2,205 | $8,173-73.0% | $12,815-82.8% | $5,651-61.0% |