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 | $116,520 | $117,983-1.2% | $101,794+14.5% | $142,382-18.2% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 18.50% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,477 | $2,773-46.7% | $2,289-35.5% | $4,299-65.6% |
| Participant deferral / active EE | $4,869 | $4,714+3.3% | $4,084+19.2% | $6,507-25.2% |
| Admin fee / account holder | $20,291 | $10,433+94.5% | $8,777+131.2% | $12,624+60.7% |