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 | $80,645 | $124,281-35.1% | $109,143-26.1% | $167,490-51.9% |
| Participation rate | 77.3% | 79.4%-2.2pp | 75.9%+1.4pp | 82.1%-4.8pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,383 | $4,207-67.1% | $3,722-62.8% | $4,837-71.4% |
| Participant deferral / active EE | $3,369 | $5,255-35.9% | $4,653-27.6% | $6,341-46.9% |
| Admin fee / account holder | $6,708 | $7,970-15.8% | $6,752-0.7% | $12,309-45.5% |