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 | $119,271 | $123,793-3.7% | $177,821-32.9% | $79,858+49.4% |
| Participation rate | 77.1% | 84.7%-7.5pp | 87.7%-10.6pp | 69.6%+7.5pp |
| Annual return | 17.02% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,772 | $4,095-32.3% | $5,918-53.2% | $2,471+12.2% |
| Participant deferral / active EE | $5,322 | $5,956-10.7% | $7,714-31.0% | $3,740+42.3% |
| Admin fee / account holder | $5,575 | $7,243-23.0% | $12,427-55.1% | $5,306+5.1% |