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 | $76,269 | $109,359-30.3% | $162,163-53.0% | $72,985+4.5% |
| Participation rate | 76.9% | 84.3%-7.3pp | 87.6%-10.6pp | 69.5%+7.4pp |
| Annual return | 28.54% | 25.46%+3.1pp | 115.59%-87.1pp | 81.00%-52.5pp |
| Employer contribution / active EE | $3,748 | $3,907-4.1% | $5,614-33.2% | $2,440+53.6% |
| Participant deferral / active EE | $10,032 | $5,481+83.0% | $7,298+37.5% | $3,607+178.1% |
| Admin fee / account holder | $7,506 | $7,972-5.8% | $10,843-30.8% | $5,124+46.5% |