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 | $70,637 | $48,046+47.0% | $84,611-16.5% | $72,985-3.2% |
| Participation rate | 71.0% | 57.6%+13.4pp | 68.2%+2.7pp | 69.5%+1.5pp |
| Annual return | 21.96% | 37.38%-15.4pp | 258.74%-236.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,445 | $1,602-9.8% | $2,652-45.5% | $2,440-40.8% |
| Participant deferral / active EE | $3,554 | $2,680+32.6% | $3,899-8.8% | $3,607-1.5% |
| Admin fee / account holder | $2,304 | $3,395-32.1% | $4,912-53.1% | $5,124-55.0% |