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 | $97,556 | $109,881-11.2% | $150,045-35.0% | $84,808+15.0% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.7pp | 68.3%+8.3pp |
| Annual return | 19.16% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,514 | $3,561-29.4% | $4,693-46.4% | $2,631-4.4% |
| Participant deferral / active EE | $8,743 | $6,636+31.8% | $7,997+9.3% | $4,212+107.6% |
| Admin fee / account holder | $5,155 | $8,568-39.8% | $13,435-61.6% | $7,344-29.8% |