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 | $79,946 | $111,754-28.5% | $103,333-22.6% | $145,922-45.2% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 15.47% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,291 | $4,212-21.9% | $3,868-14.9% | $4,660-29.4% |
| Participant deferral / active EE | $7,174 | $5,619+27.7% | $5,057+41.8% | $6,688+7.3% |
| Admin fee / account holder | $1,105 | $9,750-88.7% | $8,355-86.8% | $13,397-91.8% |