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 | $83,660 | $109,413-23.5% | $156,263-46.5% | $84,808-1.4% |
| Participation rate | 93.1% | 72.7%+20.4pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 13.92% | 20.18%-6.3pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,887 | $2,907-35.1% | $4,333-56.5% | $2,631-28.3% |
| Participant deferral / active EE | $3,265 | $4,590-28.9% | $6,158-47.0% | $4,212-22.5% |
| Admin fee / account holder | $11,055 | $9,357+18.2% | $14,255-22.4% | $7,344+50.5% |