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 | $77,469 | $81,460-4.9% | $103,333-25.0% | $80,856-4.2% |
| Participation rate | 79.5% | 66.8%+12.6pp | 74.5%+5.0pp | 67.6%+11.8pp |
| Annual return | 11.83% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,478 | $3,105+12.0% | $3,868-10.1% | $2,755+26.2% |
| Participant deferral / active EE | $9,769 | $3,869+152.5% | $5,057+93.2% | $4,296+127.4% |
| Admin fee / account holder | $1,803 | $6,566-72.5% | $8,355-78.4% | $6,918-73.9% |