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 | $76,918 | $110,257-30.2% | $96,544-20.3% | $139,434-44.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.63% | 26.32%-13.7pp | 25.84%-13.2pp | 372.94%-360.3pp |
| Employer contribution / active EE | $3,498 | $3,620-3.4% | $2,965+18.0% | $4,751-26.4% |
| Participant deferral / active EE | $3,364 | $5,548-39.4% | $4,851-30.7% | $6,710-49.9% |
| Admin fee / account holder | $1,059 | $11,591-90.9% | $8,252-87.2% | $11,403-90.7% |