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 | $73,798 | $80,968-8.9% | $96,544-23.6% | $75,163-1.8% |
| Participation rate | 72.9% | 71.8%+1.1pp | 76.0%-3.1pp | 67.2%+5.7pp |
| Annual return | 18.16% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,405 | $2,282+5.4% | $2,965-18.9% | $2,670-9.9% |
| Participant deferral / active EE | $5,722 | $3,928+45.7% | $4,851+18.0% | $4,125+38.7% |
| Admin fee / account holder | $5,973 | $6,724-11.2% | $8,252-27.6% | $5,651+5.7% |