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 | $80,813 | $83,477-3.2% | $125,175-35.4% | $72,985+10.7% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 25.34% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,074 | $2,345-11.6% | $3,865-46.3% | $2,440-15.0% |
| Participant deferral / active EE | $3,452 | $3,585-3.7% | $4,937-30.1% | $3,607-4.3% |
| Admin fee / account holder | $3,033 | $5,517-45.0% | $9,702-68.7% | $5,124-40.8% |