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 | $113,086 | $109,359+3.4% | $162,163-30.3% | $72,985+54.9% |
| Participation rate | 80.4% | 84.3%-3.9pp | 87.6%-7.2pp | 69.5%+10.9pp |
| Annual return | 20.85% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,830 | $3,907-53.2% | $5,614-67.4% | $2,440-25.0% |
| Participant deferral / active EE | $5,280 | $5,481-3.7% | $7,298-27.7% | $3,607+46.4% |
| Admin fee / account holder | $1,442 | $7,972-81.9% | $10,843-86.7% | $5,124-71.9% |