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 | $96,043 | $109,881-12.6% | $150,045-36.0% | $84,808+13.2% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 21.45% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,167 | $3,561-39.1% | $4,693-53.8% | $2,631-17.6% |
| Participant deferral / active EE | $4,811 | $6,636-27.5% | $7,997-39.8% | $4,212+14.2% |
| Admin fee / account holder | $2,065 | $8,568-75.9% | $13,435-84.6% | $7,344-71.9% |