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 | $68,142 | $109,359-37.7% | $162,163-58.0% | $72,985-6.6% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 26.95% | 25.46%+1.5pp | 115.59%-88.6pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,186 | $3,907-44.1% | $5,614-61.1% | $2,440-10.4% |
| Participant deferral / active EE | $11,693 | $5,481+113.3% | $7,298+60.2% | $3,607+224.1% |
| Admin fee / account holder | $21,673 | $7,972+171.9% | $10,843+99.9% | $5,124+322.9% |