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 | $83,369 | $86,929-4.1% | $102,423-18.6% | $80,856+3.1% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 12.64% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,121 | $2,369-52.7% | $3,023-62.9% | $2,755-59.3% |
| Participant deferral / active EE | $3,077 | $4,118-25.3% | $5,053-39.1% | $4,296-28.4% |
| Admin fee / account holder | $5,630 | $8,049-30.0% | $9,451-40.4% | $6,918-18.6% |