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 | $81,156 | $73,933+9.8% | $96,683-16.1% | $75,163+8.0% |
| Participation rate | 70.8% | 66.4%+4.4pp | 74.3%-3.5pp | 67.2%+3.6pp |
| Annual return | 26.11% | 26.70%-0.6pp | 35.69%-9.6pp | 160.62%-134.5pp |
| Employer contribution / active EE | $1,989 | $2,928-32.1% | $3,737-46.8% | $2,670-25.5% |
| Participant deferral / active EE | $2,704 | $3,659-26.1% | $4,878-44.6% | $4,125-34.4% |
| Admin fee / account holder | $3,084 | $5,216-40.9% | $6,730-54.2% | $5,651-45.4% |