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 | $79,377 | $94,625-16.1% | $116,228-31.7% | $84,808-6.4% |
| Participation rate | 96.2% | 70.4%+25.8pp | 74.6%+21.7pp | 68.3%+27.9pp |
| Annual return | 17.23% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,345 | $2,347-42.7% | $2,994-55.1% | $2,631-48.9% |
| Participant deferral / active EE | $3,165 | $3,972-20.3% | $4,953-36.1% | $4,212-24.9% |
| Admin fee / account holder | $4,290 | $10,091-57.5% | $11,989-64.2% | $7,344-41.6% |