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 | $77,100 | $110,257-30.1% | $96,544-20.1% | $139,434-44.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 15.28% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,496 | $5,548-37.0% | $4,851-27.9% | $6,710-47.9% |
| Admin fee / account holder | $592 | $11,591-94.9% | $8,252-92.8% | $11,403-94.8% |