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 | $92,893 | $96,557-3.8% | $80,975+14.7% | $273,961-66.1% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 4.98% | 15.14%-10.2pp | 17.10%-12.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,213 | $6,598-36.1% | $5,696-26.0% | $5,287-20.3% |
| Admin fee / account holder | $5,030 | $7,492-32.9% | $5,516-8.8% | $10,132-50.4% |