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 | $104,012 | $153,772-32.4% | $133,980-22.4% | $273,961-62.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 3.81% | 36.51%-32.7pp | 29.30%-25.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,425 | $6,029-76.4% | $5,211-72.7% | $4,869-70.7% |
| Participant deferral / active EE | $6,636 | $6,958-4.6% | $6,282+5.6% | $5,287+25.5% |
| Admin fee / account holder | $2,244 | $11,765-80.9% | $9,324-75.9% | $10,132-77.8% |