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 | $85,669 | $111,754-23.3% | $103,333-17.1% | $145,922-41.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 24.63% | 24.77%-0.1pp | 24.88%-0.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,740 | $4,212-35.0% | $3,868-29.2% | $4,660-41.2% |
| Participant deferral / active EE | $5,007 | $5,619-10.9% | $5,057-1.0% | $6,688-25.1% |
| Admin fee / account holder | $1,306 | $9,750-86.6% | $8,355-84.4% | $13,397-90.3% |