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 | $69,791 | $89,753-22.2% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,573 | $3,113-17.4% | $3,754-31.5% | $2,631-2.2% |
| Participant deferral / active EE | $3,903 | $4,056-3.8% | $5,116-23.7% | $4,212-7.3% |
| Admin fee / account holder | $993 | $7,222-86.3% | $8,919-88.9% | $7,344-86.5% |