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 | $78,866 | $81,460-3.2% | $103,333-23.7% | $80,856-2.5% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.6%+13.4pp |
| Annual return | 10.45% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,883 | $3,105-39.4% | $3,868-51.3% | $2,755-31.7% |
| Participant deferral / active EE | $3,561 | $3,869-7.9% | $5,057-29.6% | $4,296-17.1% |
| Admin fee / account holder | $1,788 | $6,566-72.8% | $8,355-78.6% | $6,918-74.2% |