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 | $91,320 | $99,341-8.1% | $84,750+7.8% | $273,961-66.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.20% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $5,766 | $4,214+36.8% | $3,574+61.3% | $4,869+18.4% |
| Participant deferral / active EE | $2,750 | $4,269-35.6% | $3,712-25.9% | $5,287-48.0% |
| Admin fee / account holder | $9,692 | $6,644+45.9% | $5,332+81.8% | $10,132-4.3% |