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 | $83,933 | $93,571-10.3% | $135,903-38.2% | $75,163+11.7% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.9pp | 67.2%+3.9pp |
| Annual return | 22.15% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $2,856 | $3,537-19.2% | $4,856-41.2% | $2,670+7.0% |
| Participant deferral / active EE | $7,322 | $6,404+14.3% | $7,758-5.6% | $4,125+77.5% |
| Admin fee / account holder | $541 | $6,975-92.2% | $10,762-95.0% | $5,651-90.4% |