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 | $92,104 | $95,266-3.3% | $82,389+11.8% | $142,382-35.3% |
| Participation rate | 70.8% | 74.5%-3.6pp | 69.5%+1.3pp | 80.1%-9.3pp |
| Annual return | 14.45% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,798 | $2,991-6.5% | $2,517+11.1% | $4,299-34.9% |
| Participant deferral / active EE | $3,991 | $4,809-17.0% | $4,155-3.9% | $6,507-38.7% |
| Admin fee / account holder | $4,080 | $8,563-52.4% | $7,231-43.6% | $12,624-67.7% |