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 | $78,792 | $94,625-16.7% | $116,228-32.2% | $84,808-7.1% |
| Participation rate | 73.5% | 70.4%+3.0pp | 74.6%-1.1pp | 68.3%+5.2pp |
| Annual return | 17.39% | 20.40%-3.0pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,022 | $2,347+28.8% | $2,994+0.9% | $2,631+14.9% |
| Participant deferral / active EE | $3,032 | $3,972-23.7% | $4,953-38.8% | $4,212-28.0% |
| Admin fee / account holder | $3,312 | $10,091-67.2% | $11,989-72.4% | $7,344-54.9% |