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 | $73,961 | $109,881-32.7% | $150,045-50.7% | $84,808-12.8% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 19.16% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,824 | $3,561-20.7% | $4,693-39.8% | $2,631+7.3% |
| Participant deferral / active EE | $6,432 | $6,636-3.1% | $7,997-19.6% | $4,212+52.7% |
| Admin fee / account holder | $605 | $8,568-92.9% | $13,435-95.5% | $7,344-91.8% |