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 | $76,161 | $67,411+13.0% | $91,001-16.3% | $70,131+8.6% |
| Participation rate | 71.7% | 71.4%+0.4pp | 75.6%-3.9pp | 69.5%+2.2pp |
| Annual return | 16.59% | -40.16%+56.8pp | 4.60%+12.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,016 | $1,786+12.9% | $2,456-17.9% | $2,342-13.9% |
| Participant deferral / active EE | $2,432 | $2,823-13.9% | $3,547-31.5% | $3,332-27.0% |
| Admin fee / account holder | $3,105 | $4,236-26.7% | $5,417-42.7% | $4,645-33.2% |