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 | $76,100 | $74,927+1.6% | $101,794-25.2% | $84,808-10.3% |
| Participation rate | 74.2% | 61.4%+12.8pp | 69.2%+5.1pp | 68.3%+5.9pp |
| Annual return | 16.48% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,528 | $1,522+0.4% | $2,289-33.3% | $2,631-41.9% |
| Participant deferral / active EE | $3,114 | $3,099+0.5% | $4,084-23.8% | $4,212-26.1% |
| Admin fee / account holder | $2,540 | $6,514-61.0% | $8,777-71.1% | $7,344-65.4% |