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 | $68,088 | $89,753-24.1% | $107,525-36.7% | $84,808-19.7% |
| Participation rate | 81.8% | 68.1%+13.8pp | 75.1%+6.7pp | 68.3%+13.5pp |
| Annual return | 18.11% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,146 | $3,113+1.0% | $3,754-16.2% | $2,631+19.6% |
| Participant deferral / active EE | $5,060 | $4,056+24.7% | $5,116-1.1% | $4,212+20.1% |
| Admin fee / account holder | $1,154 | $7,222-84.0% | $8,919-87.1% | $7,344-84.3% |