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 | $119,165 | $153,772-22.5% | $133,980-11.1% | $273,961-56.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 8.08% | 36.51%-28.4pp | 29.30%-21.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $8,291 | $6,029+37.5% | $5,211+59.1% | $4,869+70.3% |
| Participant deferral / active EE | $8,176 | $6,958+17.5% | $6,282+30.1% | $5,287+54.6% |
| Admin fee / account holder | $6,490 | $11,765-44.8% | $9,324-30.4% | $10,132-35.9% |