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 | $97,196 | $109,881-11.5% | $150,045-35.2% | $84,808+14.6% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,492 | $3,561-30.0% | $4,693-46.9% | $2,631-5.3% |
| Participant deferral / active EE | $5,603 | $6,636-15.6% | $7,997-29.9% | $4,212+33.0% |
| Admin fee / account holder | $1,945 | $8,568-77.3% | $13,435-85.5% | $7,344-73.5% |