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 | $77,308 | $109,881-29.6% | $150,045-48.5% | $84,808-8.8% |
| Participation rate | 73.8% | 76.1%-2.3pp | 82.3%-8.6pp | 68.3%+5.5pp |
| Annual return | 17.83% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,193 | $3,561-10.3% | $4,693-32.0% | $2,631+21.4% |
| Participant deferral / active EE | $10,656 | $6,636+60.6% | $7,997+33.2% | $4,212+153.0% |
| Admin fee / account holder | $3,901 | $8,568-54.5% | $13,435-71.0% | $7,344-46.9% |