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 | $78,807 | $77,503+1.7% | $100,391-21.5% | $80,856-2.5% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.6%+17.4pp |
| Annual return | 12.98% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,028 | $2,801-27.6% | $3,942-48.6% | $2,755-26.4% |
| Participant deferral / active EE | $5,615 | $6,820-17.7% | $8,082-30.5% | $4,296+30.7% |
| Admin fee / account holder | $3,832 | $5,897-35.0% | $7,899-51.5% | $6,918-44.6% |