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 | $104,501 | $109,881-4.9% | $150,045-30.4% | $84,808+23.2% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,689 | $3,561+3.6% | $4,693-21.4% | $2,631+40.2% |
| Participant deferral / active EE | $7,106 | $6,636+7.1% | $7,997-11.1% | $4,212+68.7% |
| Admin fee / account holder | $6,351 | $8,568-25.9% | $13,435-52.7% | $7,344-13.5% |