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 | $99,034 | $93,571+5.8% | $135,903-27.1% | $75,163+31.8% |
| Participation rate | 84.1% | 75.2%+8.9pp | 81.9%+2.2pp | 67.2%+16.9pp |
| Annual return | 19.46% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,506 | $3,537-0.9% | $4,856-27.8% | $2,670+31.3% |
| Participant deferral / active EE | $6,383 | $6,404-0.3% | $7,758-17.7% | $4,125+54.7% |
| Admin fee / account holder | $3,551 | $6,975-49.1% | $10,762-67.0% | $5,651-37.2% |