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 | $78,468 | $82,882-5.3% | $127,761-38.6% | $72,985+7.5% |
| Participation rate | 76.5% | 71.5%+5.0pp | 79.0%-2.5pp | 69.5%+7.0pp |
| Annual return | 23.54% | 32.20%-8.7pp | 26.14%-2.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,577 | $3,346-23.0% | $4,574-43.7% | $2,440+5.6% |
| Participant deferral / active EE | $7,454 | $4,791+55.6% | $6,021+23.8% | $3,607+106.6% |
| Admin fee / account holder | $4,473 | $6,487-31.1% | $9,395-52.4% | $5,124-12.7% |