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 | $95,424 | $127,264-25.0% | $109,895-13.2% | $167,490-43.0% |
| Participation rate | 82.4% | 77.9%+4.5pp | 74.2%+8.1pp | 82.1%+0.2pp |
| Annual return | 18.74% | 22.97%-4.2pp | 29.45%-10.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,894 | $4,514-35.9% | $4,048-28.5% | $6,341-54.4% |
| Admin fee / account holder | $699 | $7,114-90.2% | $6,066-88.5% | $12,309-94.3% |