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 | $80,429 | $88,707-9.3% | $74,183+8.4% | $273,961-70.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 14.28% | 11.94%+2.3pp | 17.74%-3.5pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,385 | $3,159-56.2% | $2,370-41.5% | $4,869-71.5% |
| Participant deferral / active EE | $3,635 | $4,212-13.7% | $3,550+2.4% | $5,287-31.2% |
| Admin fee / account holder | $942 | $8,717-89.2% | $5,586-83.1% | $10,132-90.7% |