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 | $87,386 | $98,463-11.2% | $119,258-26.7% | $85,850+1.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 82.7%-7.7pp | 69.3%+5.7pp |
| Annual return | 23.93% | 38.53%-14.6pp | 30.69%-6.8pp | 318.53%-294.6pp |
| Employer contribution / active EE | $3,315 | $3,698-10.3% | $4,384-24.4% | $2,565+29.2% |
| Participant deferral / active EE | $5,954 | $4,942+20.5% | $6,111-2.6% | $3,952+50.7% |
| Admin fee / account holder | $1,609 | $7,493-78.5% | $7,226-77.7% | $6,260-74.3% |