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 | $83,839 | $89,753-6.6% | $107,525-22.0% | $84,808-1.1% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 18.00% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,095 | $3,113-32.7% | $3,754-44.2% | $2,631-20.4% |
| Participant deferral / active EE | $5,549 | $4,056+36.8% | $5,116+8.5% | $4,212+31.8% |
| Admin fee / account holder | $31,853 | $7,222+341.0% | $8,919+257.1% | $7,344+333.7% |