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 | $68,787 | $109,881-37.4% | $150,045-54.2% | $84,808-18.9% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 19.30% | 28.25%-8.9pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,929 | $3,561-17.7% | $4,693-37.6% | $2,631+11.3% |
| Participant deferral / active EE | $6,737 | $6,636+1.5% | $7,997-15.8% | $4,212+60.0% |
| Admin fee / account holder | $4,854 | $8,568-43.3% | $13,435-63.9% | $7,344-33.9% |