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 | $142,593 | $148,978-4.3% | $200,582-28.9% | $84,808+68.1% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 17.25% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,610 | $4,815-25.0% | $6,419-43.8% | $2,631+37.2% |
| Participant deferral / active EE | $9,250 | $7,142+29.5% | $9,331-0.9% | $4,212+119.6% |
| Admin fee / account holder | $3,266 | $13,977-76.6% | $16,305-80.0% | $7,344-55.5% |