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 | $91,428 | $127,386-28.2% | $115,037-20.5% | $125,391-27.1% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | 4.62% | 31.28%-26.7pp | 26.14%-21.5pp | 282.22%-277.6pp |
| Employer contribution / active EE | $1,776 | $5,166-65.6% | $4,608-61.4% | $4,866-63.5% |
| Participant deferral / active EE | $3,620 | $6,423-43.6% | $6,026-39.9% | $5,352-32.4% |
| Admin fee / account holder | $1,030 | $9,516-89.2% | $8,175-87.4% | $9,540-89.2% |