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 6-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 | $85,792 | $148,978-42.4% | $200,582-57.2% | $84,808+1.2% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 15.39% | 28.16%-12.8pp | 42.33%-26.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,228 | $4,815-33.0% | $6,419-49.7% | $2,631+22.7% |
| Participant deferral / active EE | $7,088 | $7,142-0.8% | $9,331-24.0% | $4,212+68.3% |
| Admin fee / account holder | $2,392 | $13,977-82.9% | $16,305-85.3% | $7,344-67.4% |