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 | $92,818 | $93,571-0.8% | $135,903-31.7% | $75,163+23.5% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 19.43% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,199 | $3,537-9.5% | $4,856-34.1% | $2,670+19.8% |
| Participant deferral / active EE | $8,336 | $6,404+30.2% | $7,758+7.4% | $4,125+102.1% |
| Admin fee / account holder | $3,097 | $6,975-55.6% | $10,762-71.2% | $5,651-45.2% |