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 | $95,545 | $67,411+41.7% | $91,001+5.0% | $70,131+36.2% |
| Participation rate | 96.4% | 71.4%+25.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 18.01% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,498 | $1,786-16.1% | $2,456-39.0% | $2,342-36.0% |
| Participant deferral / active EE | $4,411 | $2,823+56.3% | $3,547+24.3% | $3,332+32.4% |
| Admin fee / account holder | $3,160 | $4,236-25.4% | $5,417-41.7% | $4,645-32.0% |