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 | $79,485 | $132,239-39.9% | $105,722-24.8% | $273,961-71.0% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | 23.64% | 10.07%+13.6pp | 12.25%+11.4pp | 41.45%-17.8pp |
| Employer contribution / active EE | $2,050 | $4,867-57.9% | $4,079-49.7% | $4,869-57.9% |
| Participant deferral / active EE | $9,765 | $6,233+56.7% | $5,326+83.4% | $5,287+84.7% |
| Admin fee / account holder | $8,895 | $12,032-26.1% | $8,308+7.1% | $10,132-12.2% |