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 5-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 | $90,876 | $109,881-17.3% | $150,045-39.4% | $84,808+7.2% |
| Participation rate | 78.0% | 76.1%+2.0pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 17.59% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,733 | $3,561-51.3% | $4,693-63.1% | $2,631-34.1% |
| Participant deferral / active EE | $3,112 | $6,636-53.1% | $7,997-61.1% | $4,212-26.1% |
| Admin fee / account holder | $1,470 | $8,568-82.8% | $13,435-89.1% | $7,344-80.0% |