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 | $76,703 | $109,359-29.9% | $162,163-52.7% | $72,985+5.1% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 27.26% | 25.46%+1.8pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,915 | $3,907-25.4% | $5,614-48.1% | $2,440+19.5% |
| Participant deferral / active EE | $5,747 | $5,481+4.8% | $7,298-21.3% | $3,607+59.3% |
| Admin fee / account holder | $6,588 | $7,972-17.4% | $10,843-39.2% | $5,124+28.6% |