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 | $87,702 | $106,515-17.7% | $96,683-9.3% | $139,434-37.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 12.43% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,715 | $4,103-9.5% | $3,737-0.6% | $4,751-21.8% |
| Participant deferral / active EE | $7,134 | $5,454+30.8% | $4,878+46.2% | $6,710+6.3% |
| Admin fee / account holder | $5,144 | $7,877-34.7% | $6,730-23.6% | $11,403-54.9% |