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 | $102,438 | $96,956+5.7% | $70,014+46.3% | $273,961-62.6% |
| Participation rate | 77.8% | 77.1%+0.7pp | 71.8%+6.0pp | 83.0%-5.2pp |
| Annual return | 5.72% | 12.93%-7.2pp | 12.99%-7.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,235 | $3,316-32.6% | $2,338-4.4% | $4,869-54.1% |
| Participant deferral / active EE | $4,176 | $3,744+11.5% | $2,931+42.5% | $5,287-21.0% |
| Admin fee / account holder | $2,878 | $7,934-63.7% | $4,380-34.3% | $10,132-71.6% |