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 | $81,641 | $79,944+2.1% | $98,439-17.1% | $75,163+8.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.2%-2.0pp | 67.2%+6.0pp |
| Annual return | 15.41% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,931 | $2,264-14.7% | $3,048-36.6% | $2,670-27.7% |
| Participant deferral / active EE | $4,579 | $3,752+22.1% | $4,738-3.3% | $4,125+11.0% |
| Admin fee / account holder | $4,050 | $6,840-40.8% | $8,948-54.7% | $5,651-28.3% |