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 | $82,011 | $94,625-13.3% | $116,228-29.4% | $84,808-3.3% |
| Participation rate | 97.3% | 70.4%+26.8pp | 74.6%+22.7pp | 68.3%+29.0pp |
| Annual return | 17.22% | 20.40%-3.2pp | 90.06%-72.8pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,785 | $2,347+18.7% | $2,994-7.0% | $2,631+5.8% |
| Participant deferral / active EE | $3,619 | $3,972-8.9% | $4,953-26.9% | $4,212-14.1% |
| Admin fee / account holder | $1,428 | $10,091-85.8% | $11,989-88.1% | $7,344-80.6% |