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 | $105,466 | $95,803+10.1% | $113,168-6.8% | $84,808+24.4% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 17.77% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,257 | $2,360-4.4% | $2,975-24.2% | $2,631-14.2% |
| Participant deferral / active EE | $4,813 | $4,242+13.4% | $5,107-5.8% | $4,212+14.3% |
| Admin fee / account holder | $8,495 | $8,989-5.5% | $12,068-29.6% | $7,344+15.7% |