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 | $90,433 | $94,625-4.4% | $116,228-22.2% | $84,808+6.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.6%+15.4pp | 68.3%+21.7pp |
| Annual return | 12.80% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,141 | $2,347-8.8% | $2,994-28.5% | $2,631-18.6% |
| Participant deferral / active EE | $6,704 | $3,972+68.8% | $4,953+35.4% | $4,212+59.2% |
| Admin fee / account holder | $3,122 | $10,091-69.1% | $11,989-74.0% | $7,344-57.5% |