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 | $77,555 | $87,841-11.7% | $133,980-42.1% | $62,891+23.3% |
| Participation rate | 93.9% | 83.4%+10.6pp | 87.1%+6.9pp | 69.3%+24.6pp |
| Annual return | 7.05% | 12.05%-5.0pp | 29.30%-22.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,096 | $3,483-39.8% | $5,211-59.8% | $2,281-8.1% |
| Participant deferral / active EE | $4,494 | $4,812-6.6% | $6,282-28.5% | $3,203+40.3% |
| Admin fee / account holder | $431 | $5,371-92.0% | $9,324-95.4% | $4,296-90.0% |