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 | $79,939 | $76,367+4.7% | $93,606-14.6% | $72,985+9.5% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.5%+4.0pp |
| Annual return | 17.83% | 25.82%-8.0pp | 32.76%-14.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,801 | $2,275-20.9% | $2,718-33.8% | $2,440-26.2% |
| Participant deferral / active EE | $2,979 | $3,538-15.8% | $4,069-26.8% | $3,607-17.4% |
| Admin fee / account holder | $3,217 | $6,838-53.0% | $7,888-59.2% | $5,124-37.2% |