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 | $95,299 | $138,347-31.1% | $184,203-48.3% | $80,856+17.9% |
| Participation rate | 96.9% | 83.9%+13.0pp | 86.8%+10.1pp | 67.6%+29.2pp |
| Annual return | 12.93% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,429 | $4,850-8.7% | $6,427-31.1% | $2,755+60.8% |
| Participant deferral / active EE | $14,670 | $7,071+107.5% | $9,131+60.7% | $4,296+241.5% |
| Admin fee / account holder | $7,960 | $10,483-24.1% | $13,901-42.7% | $6,918+15.1% |