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 7-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 | $89,332 | $95,803-6.8% | $113,168-21.1% | $84,808+5.3% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 16.90% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,852 | $2,360+20.8% | $2,975-4.1% | $2,631+8.4% |
| Participant deferral / active EE | $5,142 | $4,242+21.2% | $5,107+0.7% | $4,212+22.1% |
| Admin fee / account holder | $3,707 | $8,989-58.8% | $12,068-69.3% | $7,344-49.5% |