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 | $76,042 | $104,251-27.1% | $91,001-16.4% | $147,584-48.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 14.26% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,069 | $3,116-65.7% | $2,456-56.4% | $4,876-78.1% |
| Participant deferral / active EE | $1,748 | $4,195-58.3% | $3,547-50.7% | $5,439-67.9% |
| Admin fee / account holder | $1,769 | $8,948-80.2% | $5,417-67.3% | $10,885-83.7% |