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 3-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 | $89,824 | $94,625-5.1% | $116,228-22.7% | $84,808+5.9% |
| Participation rate | 72.7% | 70.4%+2.3pp | 74.6%-1.8pp | 68.3%+4.4pp |
| Annual return | 14.07% | 20.40%-6.3pp | 90.06%-76.0pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,267 | $2,347-3.4% | $2,994-24.3% | $2,631-13.8% |
| Participant deferral / active EE | $4,637 | $3,972+16.7% | $4,953-6.4% | $4,212+10.1% |
| Admin fee / account holder | $3,389 | $10,091-66.4% | $11,989-71.7% | $7,344-53.9% |