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 | $93,483 | $80,968+15.5% | $96,544-3.2% | $75,163+24.4% |
| Participation rate | 73.5% | 71.8%+1.7pp | 76.0%-2.5pp | 67.2%+6.3pp |
| Annual return | 22.25% | 27.06%-4.8pp | 25.84%-3.6pp | 160.62%-138.4pp |
| Employer contribution / active EE | $3,371 | $2,282+47.7% | $2,965+13.7% | $2,670+26.3% |
| Participant deferral / active EE | $4,862 | $3,928+23.8% | $4,851+0.2% | $4,125+17.9% |
| Admin fee / account holder | $5,259 | $6,724-21.8% | $8,252-36.3% | $5,651-6.9% |