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 | $119,624 | $112,300+6.5% | $90,223+32.6% | $125,391-4.6% |
| Participation rate | 90.0% | 82.9%+7.1pp | 79.0%+11.0pp | 83.2%+6.8pp |
| Annual return | 2.44% | -0.57%+3.0pp | 1.31%+1.1pp | 282.22%-279.8pp |
| Employer contribution / active EE | $1,658 | $5,181-68.0% | $4,378-62.1% | $4,866-65.9% |
| Participant deferral / active EE | $3,476 | $6,733-48.4% | $5,792-40.0% | $5,352-35.1% |
| Admin fee / account holder | $2,827 | $10,990-74.3% | $7,406-61.8% | $9,540-70.4% |