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 | $80,216 | $87,013-7.8% | $106,213-24.5% | $80,856-0.8% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 10.52% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,806 | $2,395-24.6% | $3,171-43.1% | $2,755-34.5% |
| Participant deferral / active EE | $3,229 | $3,986-19.0% | $5,016-35.6% | $4,296-24.8% |
| Admin fee / account holder | $3,188 | $8,431-62.2% | $11,033-71.1% | $6,918-53.9% |