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 | $91,204 | $80,968+12.6% | $96,544-5.5% | $75,163+21.3% |
| Participation rate | 72.2% | 71.8%+0.5pp | 76.0%-3.7pp | 67.2%+5.0pp |
| Annual return | 18.10% | 27.06%-9.0pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,343 | $2,282+2.7% | $2,965-21.0% | $2,670-12.2% |
| Participant deferral / active EE | $3,337 | $3,928-15.0% | $4,851-31.2% | $4,125-19.1% |
| Admin fee / account holder | $743 | $6,724-89.0% | $8,252-91.0% | $5,651-86.9% |