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 | $93,801 | $109,881-14.6% | $150,045-37.5% | $84,808+10.6% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 19.85% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,099 | $3,561+15.1% | $4,693-12.7% | $2,631+55.8% |
| Participant deferral / active EE | $9,632 | $6,636+45.2% | $7,997+20.4% | $4,212+128.7% |
| Admin fee / account holder | $7,238 | $8,568-15.5% | $13,435-46.1% | $7,344-1.4% |