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 | $84,763 | $101,724-16.7% | $164,813-48.6% | $80,856+4.8% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.1pp | 67.6%+8.8pp |
| Annual return | 17.23% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,106 | $2,953+5.1% | $4,341-28.5% | $2,755+12.7% |
| Participant deferral / active EE | $5,839 | $4,477+30.4% | $6,031-3.2% | $4,296+35.9% |
| Admin fee / account holder | $822 | $8,227-90.0% | $12,690-93.5% | $6,918-88.1% |