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 | $96,011 | $80,673+19.0% | $101,326-5.2% | $84,808+13.2% |
| Participation rate | 75.6% | 77.8%-2.2pp | 81.5%-5.9pp | 68.3%+7.2pp |
| Annual return | 17.92% | 38.95%-21.0pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,595 | $2,698-3.8% | $3,665-29.2% | $2,631-1.4% |
| Participant deferral / active EE | $5,889 | $6,840-13.9% | $7,994-26.3% | $4,212+39.8% |
| Admin fee / account holder | $5,671 | $12,784-55.6% | $11,185-49.3% | $7,344-22.8% |