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 | $87,437 | $163,101-46.4% | $136,749-36.1% | $142,382-38.6% |
| Participation rate | 73.3% | 78.2%-4.9pp | 72.1%+1.2pp | 80.1%-6.8pp |
| Annual return | 15.72% | 27.54%-11.8pp | 24.33%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,478 | $4,117-39.8% | $3,400-27.1% | $4,299-42.3% |
| Participant deferral / active EE | $6,232 | $5,585+11.6% | $4,692+32.8% | $6,507-4.2% |
| Admin fee / account holder | $7,658 | $14,318-46.5% | $11,386-32.7% | $12,624-39.3% |