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 | $93,288 | $74,927+24.5% | $101,794-8.4% | $84,808+10.0% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.2%+24.3pp | 68.3%+25.2pp |
| Annual return | 18.09% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,236 | $1,522-18.8% | $2,289-46.0% | $2,631-53.0% |
| Participant deferral / active EE | $6,478 | $3,099+109.0% | $4,084+58.6% | $4,212+53.8% |
| Admin fee / account holder | $3,375 | $6,514-48.2% | $8,777-61.6% | $7,344-54.0% |