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 | $83,172 | $95,803-13.2% | $113,168-26.5% | $84,808-1.9% |
| Participation rate | 87.9% | 72.9%+15.0pp | 76.6%+11.3pp | 68.3%+19.6pp |
| Annual return | 21.14% | 25.00%-3.9pp | 24.27%-3.1pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,008 | $2,360+27.4% | $2,975+1.1% | $2,631+14.3% |
| Participant deferral / active EE | $5,364 | $4,242+26.5% | $5,107+5.0% | $4,212+27.4% |
| Admin fee / account holder | $617 | $8,989-93.1% | $12,068-94.9% | $7,344-91.6% |