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 3-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 | $90,909 | $127,065-28.5% | $113,168-19.7% | $142,382-36.2% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 13.27% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,932 | $3,442-43.9% | $2,975-35.1% | $4,299-55.1% |
| Participant deferral / active EE | $3,028 | $5,716-47.0% | $5,107-40.7% | $6,507-53.5% |
| Admin fee / account holder | $2,475 | $15,736-84.3% | $12,068-79.5% | $12,624-80.4% |