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 | $91,485 | $113,339-19.3% | $94,993-3.7% | $147,584-38.0% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 16.89% | 20.77%-3.9pp | 27.12%-10.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,719 | $3,160-14.0% | $2,603+4.4% | $4,876-44.2% |
| Participant deferral / active EE | $3,573 | $3,777-5.4% | $3,317+7.7% | $5,439-34.3% |
| Admin fee / account holder | $1,825 | $6,063-69.9% | $4,960-63.2% | $10,885-83.2% |