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 | $80,302 | $86,286-6.9% | $111,297-27.8% | $85,850-6.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 14.16% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,634 | $2,043-20.1% | $2,731-40.2% | $2,565-36.3% |
| Participant deferral / active EE | $3,301 | $3,641-9.3% | $4,487-26.4% | $3,952-16.5% |
| Admin fee / account holder | $7,939 | $8,188-3.0% | $7,964-0.3% | $6,260+26.8% |