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 | $99,913 | $95,803+4.3% | $113,168-11.7% | $84,808+17.8% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,057 | $2,360-55.2% | $2,975-64.5% | $2,631-59.8% |
| Participant deferral / active EE | $3,251 | $4,242-23.4% | $5,107-36.3% | $4,212-22.8% |
| Admin fee / account holder | $3,485 | $8,989-61.2% | $12,068-71.1% | $7,344-52.5% |