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 | $76,617 | $80,717-5.1% | $154,803-50.5% | $84,808-9.7% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 18.11% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,501 | $2,761+26.8% | $4,305-18.7% | $2,631+33.1% |
| Participant deferral / active EE | $3,900 | $3,303+18.1% | $5,540-29.6% | $4,212-7.4% |
| Admin fee / account holder | $743 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |