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 | $78,382 | $98,240-20.2% | $82,313-4.8% | $147,584-46.9% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 14.09% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,086 | $3,192-34.6% | $2,428-14.1% | $4,876-57.2% |
| Participant deferral / active EE | $3,299 | $4,383-24.7% | $3,706-11.0% | $5,439-39.4% |
| Admin fee / account holder | $2,634 | $8,563-69.2% | $5,608-53.0% | $10,885-75.8% |