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 | $100,767 | $109,413-7.9% | $156,263-35.5% | $84,808+18.8% |
| Participation rate | 72.5% | 72.7%-0.1pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 15.27% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,607 | $2,907-44.7% | $4,333-62.9% | $2,631-38.9% |
| Participant deferral / active EE | $5,442 | $4,590+18.6% | $6,158-11.6% | $4,212+29.2% |
| Admin fee / account holder | $1,713 | $9,357-81.7% | $14,255-88.0% | $7,344-76.7% |