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 | $87,645 | $110,261-20.5% | $95,745-8.5% | $139,434-37.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 20.79% | 27.11%-6.3pp | 28.35%-7.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,879 | $3,257+19.1% | $2,835+36.8% | $4,751-18.4% |
| Participant deferral / active EE | $9,805 | $4,676+109.7% | $4,245+131.0% | $6,710+46.1% |
| Admin fee / account holder | $1,480 | $6,613-77.6% | $5,678-73.9% | $11,403-87.0% |