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 | $101,645 | $138,347-26.5% | $184,203-44.8% | $80,856+25.7% |
| Participation rate | 75.7% | 83.9%-8.2pp | 86.8%-11.1pp | 67.6%+8.0pp |
| Annual return | 14.69% | 20.02%-5.3pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,410 | $4,850-50.3% | $6,427-62.5% | $2,755-12.5% |
| Participant deferral / active EE | $7,170 | $7,071+1.4% | $9,131-21.5% | $4,296+66.9% |
| Admin fee / account holder | $518 | $10,483-95.1% | $13,901-96.3% | $6,918-92.5% |