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 | $72,578 | $87,733-17.3% | $106,548-31.9% | $85,850-15.5% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 14.31% | 21.86%-7.5pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,950 | $2,073-5.9% | $2,819-30.8% | $2,565-24.0% |
| Participant deferral / active EE | $4,406 | $3,469+27.0% | $4,398+0.2% | $3,952+11.5% |
| Admin fee / account holder | $6,827 | $6,767+0.9% | $7,407-7.8% | $6,260+9.1% |