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 | $98,830 | $106,515-7.2% | $96,683+2.2% | $139,434-29.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 12.23% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,291 | $4,103-44.2% | $3,737-38.7% | $4,751-51.8% |
| Participant deferral / active EE | $7,178 | $5,454+31.6% | $4,878+47.2% | $6,710+7.0% |
| Admin fee / account holder | $893 | $7,877-88.7% | $6,730-86.7% | $11,403-92.2% |