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 | $74,441 | $76,367-2.5% | $93,606-20.5% | $72,985+2.0% |
| Participation rate | 89.6% | 71.7%+17.8pp | 75.8%+13.8pp | 69.5%+20.1pp |
| Annual return | 19.83% | 25.82%-6.0pp | 32.76%-12.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,032 | $2,275-10.7% | $2,718-25.3% | $2,440-16.7% |
| Participant deferral / active EE | $4,122 | $3,538+16.5% | $4,069+1.3% | $3,607+14.3% |
| Admin fee / account holder | $2,303 | $6,838-66.3% | $7,888-70.8% | $5,124-55.1% |