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 | $111,984 | $181,894-38.4% | $156,549-28.5% | $273,961-59.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,521 | $6,248-59.7% | $5,501-54.2% | $4,869-48.2% |
| Participant deferral / active EE | $5,062 | $5,550-8.8% | $4,871+3.9% | $5,287-4.3% |
| Admin fee / account holder | $58,434 | $15,559+275.6% | $13,027+348.5% | $10,132+476.7% |