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 | $120,051 | $153,772-21.9% | $133,980-10.4% | $273,961-56.2% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 8.62% | 36.51%-27.9pp | 29.30%-20.7pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,659 | $6,029-55.9% | $5,211-49.0% | $4,869-45.4% |
| Participant deferral / active EE | $8,240 | $6,958+18.4% | $6,282+31.2% | $5,287+55.9% |
| Admin fee / account holder | $9,543 | $11,765-18.9% | $9,324+2.3% | $10,132-5.8% |