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 | $78,177 | $89,753-12.9% | $107,525-27.3% | $84,808-7.8% |
| Participation rate | 76.2% | 68.1%+8.1pp | 75.1%+1.1pp | 68.3%+7.9pp |
| Annual return | 16.52% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,807 | $3,113-41.9% | $3,754-51.8% | $2,631-31.3% |
| Participant deferral / active EE | $4,069 | $4,056+0.3% | $5,116-20.5% | $4,212-3.4% |
| Admin fee / account holder | $1,702 | $7,222-76.4% | $8,919-80.9% | $7,344-76.8% |