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 | $78,106 | $95,803-18.5% | $113,168-31.0% | $84,808-7.9% |
| Participation rate | 72.2% | 72.9%-0.6pp | 76.6%-4.3pp | 68.3%+3.9pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,068 | $2,360-54.7% | $2,975-64.1% | $2,631-59.4% |
| Participant deferral / active EE | $4,279 | $4,242+0.9% | $5,107-16.2% | $4,212+1.6% |
| Admin fee / account holder | $1,341 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |