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 | $113,271 | $83,477+35.7% | $125,175-9.5% | $72,985+55.2% |
| Participation rate | 73.1% | 73.3%-0.2pp | 79.8%-6.7pp | 69.5%+3.6pp |
| Annual return | 20.07% | 25.78%-5.7pp | 43.79%-23.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,323 | $2,345-43.6% | $3,865-65.8% | $2,440-45.8% |
| Participant deferral / active EE | $3,873 | $3,585+8.0% | $4,937-21.5% | $3,607+7.4% |
| Admin fee / account holder | $2,075 | $5,517-62.4% | $9,702-78.6% | $5,124-59.5% |