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 | $84,944 | $148,978-43.0% | $200,582-57.7% | $84,808+0.2% |
| Participation rate | 74.1% | 84.2%-10.2pp | 86.9%-12.8pp | 68.3%+5.8pp |
| Annual return | 16.32% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,701 | $4,815-43.9% | $6,419-57.9% | $2,631+2.6% |
| Participant deferral / active EE | $4,904 | $7,142-31.3% | $9,331-47.4% | $4,212+16.4% |
| Admin fee / account holder | $739 | $13,977-94.7% | $16,305-95.5% | $7,344-89.9% |