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 | $84,551 | $109,881-23.1% | $150,045-43.6% | $84,808-0.3% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-2.0pp | 68.3%+12.0pp |
| Annual return | 15.39% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,685 | $6,636+0.7% | $7,997-16.4% | $4,212+58.7% |
| Admin fee / account holder | $8,744 | $8,568+2.1% | $13,435-34.9% | $7,344+19.1% |