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 | $114,816 | $148,978-22.9% | $200,582-42.8% | $84,808+35.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 15.46% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,114 | $4,815-56.1% | $6,419-67.1% | $2,631-19.6% |
| Participant deferral / active EE | $5,029 | $7,142-29.6% | $9,331-46.1% | $4,212+19.4% |
| Admin fee / account holder | $10,086 | $13,977-27.8% | $16,305-38.1% | $7,344+37.3% |