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 | $79,070 | $87,705-9.8% | $63,517+24.5% | $125,391-36.9% |
| Participation rate | 70.0% | 77.0%-7.0pp | 71.0%-1.0pp | 83.2%-13.2pp |
| Annual return | 19.22% | 21.70%-2.5pp | -70.30%+89.5pp | 282.22%-263.0pp |
| Employer contribution / active EE | $3,087 | $3,601-14.3% | $2,322+32.9% | $4,866-36.6% |
| Participant deferral / active EE | $1,341 | $3,939-66.0% | $2,953-54.6% | $5,352-74.9% |
| Admin fee / account holder | $6,412 | $11,948-46.3% | $5,892+8.8% | $9,540-32.8% |