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 | $75,539 | $74,927+0.8% | $101,794-25.8% | $84,808-10.9% |
| Participation rate | 97.5% | 61.4%+36.1pp | 69.2%+28.3pp | 68.3%+29.2pp |
| Annual return | 17.71% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,192 | $1,522+44.0% | $2,289-4.2% | $2,631-16.7% |
| Participant deferral / active EE | $4,600 | $3,099+48.4% | $4,084+12.6% | $4,212+9.2% |
| Admin fee / account holder | $2,239 | $6,514-65.6% | $8,777-74.5% | $7,344-69.5% |