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 | $83,461 | $115,882-28.0% | $100,516-17.0% | $158,922-47.5% |
| Participation rate | 91.3% | 81.6%+9.7pp | 79.4%+11.9pp | 82.0%+9.3pp |
| Annual return | 12.09% | 34.79%-22.7pp | 30.89%-18.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,303 | $6,674+9.4% | $6,270+16.5% | $5,982+22.1% |
| Admin fee / account holder | $540 | $10,995-95.1% | $8,081-93.3% | $11,246-95.2% |