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 | $97,664 | $93,571+4.4% | $135,903-28.1% | $75,163+29.9% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 27.90% | 30.90%-3.0pp | 68.23%-40.3pp | 160.62%-132.7pp |
| Employer contribution / active EE | $827 | $3,537-76.6% | $4,856-83.0% | $2,670-69.0% |
| Participant deferral / active EE | $4,511 | $6,404-29.6% | $7,758-41.9% | $4,125+9.4% |
| Admin fee / account holder | $1,912 | $6,975-72.6% | $10,762-82.2% | $5,651-66.2% |