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 | $86,144 | $80,673+6.8% | $101,326-15.0% | $84,808+1.6% |
| Participation rate | 72.1% | 77.8%-5.7pp | 81.5%-9.4pp | 68.3%+3.8pp |
| Annual return | 22.41% | 38.95%-16.5pp | 36.82%-14.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,509 | $6,840+53.6% | $7,994+31.5% | $4,212+149.5% |
| Admin fee / account holder | $8,797 | $12,784-31.2% | $11,185-21.3% | $7,344+19.8% |