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 | $82,651 | $99,985-17.3% | $146,665-43.6% | $85,850-3.7% |
| Participation rate | 78.3% | 73.1%+5.3pp | 80.1%-1.7pp | 69.3%+9.0pp |
| Annual return | 13.77% | 18.93%-5.2pp | 22.74%-9.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,053 | $2,559-19.7% | $4,136-50.4% | $2,565-20.0% |
| Participant deferral / active EE | $3,851 | $4,006-3.9% | $5,506-30.1% | $3,952-2.6% |
| Admin fee / account holder | $2,695 | $7,702-65.0% | $10,280-73.8% | $6,260-56.9% |