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 | $84,265 | $72,492+16.2% | $87,100-3.3% | $72,985+15.5% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 23.46% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $774 | $1,894-59.1% | $2,521-69.3% | $2,440-68.3% |
| Participant deferral / active EE | $4,210 | $3,270+28.8% | $4,049+4.0% | $3,607+16.7% |
| Admin fee / account holder | $1,384 | $5,055-72.6% | $7,497-81.5% | $5,124-73.0% |