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 | $96,701 | $95,803+0.9% | $113,168-14.6% | $84,808+14.0% |
| Participation rate | 79.6% | 72.9%+6.8pp | 76.6%+3.1pp | 68.3%+11.3pp |
| Annual return | 16.81% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,936 | $2,360+24.4% | $2,975-1.3% | $2,631+11.6% |
| Participant deferral / active EE | $4,273 | $4,242+0.7% | $5,107-16.3% | $4,212+1.4% |
| Admin fee / account holder | $8,227 | $8,989-8.5% | $12,068-31.8% | $7,344+12.0% |