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 | $119,481 | $153,772-22.3% | $133,980-10.8% | $273,961-56.4% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 34.18% | 36.51%-2.3pp | 29.30%+4.9pp | 41.45%-7.3pp |
| Employer contribution / active EE | $2,436 | $6,029-59.6% | $5,211-53.2% | $4,869-50.0% |
| Participant deferral / active EE | $5,270 | $6,958-24.3% | $6,282-16.1% | $5,287-0.3% |
| Admin fee / account holder | $3,130 | $11,765-73.4% | $9,324-66.4% | $10,132-69.1% |