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 9-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 | $82,303 | $83,477-1.4% | $125,175-34.2% | $72,985+12.8% |
| Participation rate | 72.3% | 73.3%-1.0pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 24.87% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,496 | $2,345+6.4% | $3,865-35.4% | $2,440+2.3% |
| Participant deferral / active EE | $5,458 | $3,585+52.2% | $4,937+10.6% | $3,607+51.3% |
| Admin fee / account holder | $6,067 | $5,517+10.0% | $9,702-37.5% | $5,124+18.4% |