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 | $76,419 | $104,251-26.7% | $91,001-16.0% | $147,584-48.2% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 14.94% | 27.06%-12.1pp | 4.60%+10.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,561 | $3,116-49.9% | $2,456-36.4% | $4,876-68.0% |
| Participant deferral / active EE | $3,506 | $4,195-16.4% | $3,547-1.2% | $5,439-35.5% |
| Admin fee / account holder | $5,185 | $8,948-42.1% | $5,417-4.3% | $10,885-52.4% |