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 | $98,994 | $140,588-29.6% | $123,104-19.6% | $125,391-21.1% |
| Participation rate | 76.5% | 88.2%-11.7pp | 86.8%-10.3pp | 83.2%-6.7pp |
| Annual return | 12.03% | 16.80%-4.8pp | 13.22%-1.2pp | 282.22%-270.2pp |
| Employer contribution / active EE | $2,603 | $6,041-56.9% | $5,151-49.5% | $4,866-46.5% |
| Participant deferral / active EE | $6,034 | $6,980-13.6% | $6,230-3.1% | $5,352+12.8% |
| Admin fee / account holder | $422 | $11,198-96.2% | $9,015-95.3% | $9,540-95.6% |