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 | $131,036 | $110,257+18.8% | $96,544+35.7% | $139,434-6.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 17.56% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,085 | $3,620-42.4% | $2,965-29.7% | $4,751-56.1% |
| Participant deferral / active EE | $6,753 | $5,548+21.7% | $4,851+39.2% | $6,710+0.6% |
| Admin fee / account holder | $11,283 | $11,591-2.7% | $8,252+36.7% | $11,403-1.0% |