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 | $76,645 | $86,286-11.2% | $111,297-31.1% | $85,850-10.7% |
| Participation rate | 82.9% | 73.3%+9.6pp | 77.3%+5.6pp | 69.3%+13.6pp |
| Annual return | 12.81% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,331 | $2,043-34.8% | $2,731-51.2% | $2,565-48.1% |
| Participant deferral / active EE | $3,048 | $3,641-16.3% | $4,487-32.1% | $3,952-22.9% |
| Admin fee / account holder | $2,150 | $8,188-73.7% | $7,964-73.0% | $6,260-65.7% |