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 | $68,722 | $80,968-15.1% | $96,544-28.8% | $75,163-8.6% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 29.60% | 27.06%+2.5pp | 25.84%+3.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $2,599 | $2,282+13.9% | $2,965-12.4% | $2,670-2.7% |
| Participant deferral / active EE | $6,348 | $3,928+61.6% | $4,851+30.9% | $4,125+53.9% |
| Admin fee / account holder | $4,360 | $6,724-35.2% | $8,252-47.2% | $5,651-22.8% |