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 | $87,257 | $86,929+0.4% | $102,423-14.8% | $80,856+7.9% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 14.44% | 18.88%-4.4pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,171 | $2,369-8.4% | $3,023-28.2% | $2,755-21.2% |
| Participant deferral / active EE | $4,067 | $4,118-1.2% | $5,053-19.5% | $4,296-5.3% |
| Admin fee / account holder | $1,928 | $8,049-76.1% | $9,451-79.6% | $6,918-72.1% |