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 | $86,111 | $109,881-21.6% | $150,045-42.6% | $84,808+1.5% |
| Participation rate | 81.6% | 76.1%+5.5pp | 82.3%-0.7pp | 68.3%+13.3pp |
| Annual return | 15.11% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,308 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $3,967 | $6,636-40.2% | $7,997-50.4% | $4,212-5.8% |
| Admin fee / account holder | $7,150 | $8,568-16.6% | $13,435-46.8% | $7,344-2.6% |