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 | $97,909 | $109,881-10.9% | $150,045-34.7% | $84,808+15.4% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 18.06% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,043 | $3,561-14.6% | $4,693-35.2% | $2,631+15.6% |
| Participant deferral / active EE | $7,388 | $6,636+11.3% | $7,997-7.6% | $4,212+75.4% |
| Admin fee / account holder | $3,784 | $8,568-55.8% | $13,435-71.8% | $7,344-48.5% |