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 | $83,206 | $127,386-34.7% | $115,037-27.7% | $125,391-33.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.91% | 31.28%-27.4pp | 26.14%-22.2pp | 282.22%-278.3pp |
| Employer contribution / active EE | $3,439 | $5,166-33.4% | $4,608-25.4% | $4,866-29.3% |
| Participant deferral / active EE | $6,143 | $6,423-4.4% | $6,026+1.9% | $5,352+14.8% |
| Admin fee / account holder | $2,243 | $9,516-76.4% | $8,175-72.6% | $9,540-76.5% |