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 | $57,996 | $59,101-1.9% | $77,163-24.8% | $75,163-22.8% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.6%+9.0pp | 67.2%+11.4pp |
| Annual return | 13.79% | 26.71%-12.9pp | 37.87%-24.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,024 | $1,995+151.8% | $2,535+98.2% | $2,670+88.2% |
| Participant deferral / active EE | $4,777 | $2,999+59.3% | $3,833+24.6% | $4,125+15.8% |
| Admin fee / account holder | $3,011 | $4,774-36.9% | $5,472-45.0% | $5,651-46.7% |