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 | $107,368 | $110,257-2.6% | $96,544+11.2% | $139,434-23.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 10.54% | 26.32%-15.8pp | 25.84%-15.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $975 | $3,620-73.1% | $2,965-67.1% | $4,751-79.5% |
| Participant deferral / active EE | $3,962 | $5,548-28.6% | $4,851-18.3% | $6,710-41.0% |
| Admin fee / account holder | $3,295 | $11,591-71.6% | $8,252-60.1% | $11,403-71.1% |