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 | $25,907 | $99,341-73.9% | $84,750-69.4% | $273,961-90.5% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 10.81% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.6pp |
| Employer contribution / active EE | $3,975 | $4,214-5.7% | $3,574+11.2% | $4,869-18.4% |
| Participant deferral / active EE | $6,273 | $4,269+46.9% | $3,712+69.0% | $5,287+18.6% |
| Admin fee / account holder | $592 | $6,644-91.1% | $5,332-88.9% | $10,132-94.2% |