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 | $69,616 | $165,912-58.0% | $122,332-43.1% | $147,584-52.8% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 9.61% | 34.55%-24.9pp | 30.27%-20.7pp | 578.55%-568.9pp |
| Employer contribution / active EE | $1,522 | $5,754-73.5% | $4,050-62.4% | $4,876-68.8% |
| Participant deferral / active EE | $3,878 | $4,005-3.2% | $3,287+18.0% | $5,439-28.7% |
| Admin fee / account holder | $563 | $7,424-92.4% | $5,478-89.7% | $10,885-94.8% |