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 | $69,785 | $73,933-5.6% | $96,683-27.8% | $75,163-7.2% |
| Participation rate | 71.7% | 66.4%+5.3pp | 74.3%-2.6pp | 67.2%+4.5pp |
| Annual return | 19.19% | 26.70%-7.5pp | 35.69%-16.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,673 | $2,928-8.7% | $3,737-28.5% | $2,670+0.1% |
| Participant deferral / active EE | $5,781 | $3,659+58.0% | $4,878+18.5% | $4,125+40.2% |
| Admin fee / account holder | $3,861 | $5,216-26.0% | $6,730-42.6% | $5,651-31.7% |