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 | $82,622 | $95,803-13.8% | $113,168-27.0% | $84,808-2.6% |
| Participation rate | 76.7% | 72.9%+3.8pp | 76.6%+0.1pp | 68.3%+8.4pp |
| Annual return | 14.06% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,000 | $2,360-15.3% | $2,975-32.8% | $2,631-24.0% |
| Participant deferral / active EE | $5,308 | $4,242+25.1% | $5,107+3.9% | $4,212+26.0% |
| Admin fee / account holder | $11,327 | $8,989+26.0% | $12,068-6.1% | $7,344+54.2% |