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 | $83,697 | $106,515-21.4% | $96,683-13.4% | $139,434-40.0% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 18.56% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,477 | $4,103-39.6% | $3,737-33.7% | $4,751-47.9% |
| Participant deferral / active EE | $3,345 | $5,454-38.7% | $4,878-31.4% | $6,710-50.1% |
| Admin fee / account holder | $3,108 | $7,877-60.5% | $6,730-53.8% | $11,403-72.7% |