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 | $96,079 | $95,803+0.3% | $113,168-15.1% | $84,808+13.3% |
| Participation rate | 73.6% | 72.9%+0.7pp | 76.6%-3.0pp | 68.3%+5.3pp |
| Annual return | 16.05% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,546 | $2,360-34.5% | $2,975-48.0% | $2,631-41.3% |
| Participant deferral / active EE | $3,409 | $4,242-19.6% | $5,107-33.3% | $4,212-19.1% |
| Admin fee / account holder | $8,085 | $8,989-10.1% | $12,068-33.0% | $7,344+10.1% |