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 | $91,948 | $95,803-4.0% | $113,168-18.8% | $84,808+8.4% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.3pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,978 | $2,360-16.2% | $2,975-33.5% | $2,631-24.8% |
| Participant deferral / active EE | $3,187 | $4,242-24.9% | $5,107-37.6% | $4,212-24.3% |
| Admin fee / account holder | $4,876 | $8,989-45.8% | $12,068-59.6% | $7,344-33.6% |