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 | $75,303 | $76,552-1.6% | $123,892-39.2% | $62,891+19.7% |
| Participation rate | 81.1% | 73.0%+8.1pp | 81.4%-0.3pp | 69.3%+11.8pp |
| Annual return | 10.74% | 18.68%-7.9pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,104 | $4,840+67.4% | $5,984+35.4% | $3,203+153.0% |
| Admin fee / account holder | $673 | $4,826-86.1% | $8,357-92.0% | $4,296-84.3% |