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 | $71,583 | $78,672-9.0% | $109,143-34.4% | $85,850-16.6% |
| Participation rate | 95.7% | 68.3%+27.5pp | 75.9%+19.9pp | 69.3%+26.4pp |
| Annual return | 13.74% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,559 | $2,735+30.1% | $3,722-4.4% | $2,565+38.8% |
| Participant deferral / active EE | $8,615 | $3,467+148.5% | $4,653+85.2% | $3,952+118.0% |
| Admin fee / account holder | $3,125 | $5,469-42.9% | $6,752-53.7% | $6,260-50.1% |