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 | $74,696 | $73,933+1.0% | $96,683-22.7% | $75,163-0.6% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 24.70% | 26.70%-2.0pp | 35.69%-11.0pp | 160.62%-135.9pp |
| Employer contribution / active EE | $9,142 | $2,928+212.3% | $3,737+144.7% | $2,670+242.4% |
| Participant deferral / active EE | $7,800 | $3,659+113.2% | $4,878+59.9% | $4,125+89.1% |
| Admin fee / account holder | $5,446 | $5,216+4.4% | $6,730-19.1% | $5,651-3.6% |