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 9-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 | $67,771 | $117,983-42.6% | $101,794-33.4% | $142,382-52.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 15.45% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,540 | $2,773-8.4% | $2,289+11.0% | $4,299-40.9% |
| Participant deferral / active EE | $4,914 | $4,714+4.3% | $4,084+20.3% | $6,507-24.5% |
| Admin fee / account holder | $12,295 | $10,433+17.8% | $8,777+40.1% | $12,624-2.6% |