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 | $96,220 | $101,724-5.4% | $164,813-41.6% | $80,856+19.0% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 12.95% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,096 | $2,953-29.0% | $4,341-51.7% | $2,755-23.9% |
| Participant deferral / active EE | $5,625 | $4,477+25.6% | $6,031-6.7% | $4,296+30.9% |
| Admin fee / account holder | $1,679 | $8,227-79.6% | $12,690-86.8% | $6,918-75.7% |