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 | $73,143 | $73,933-1.1% | $96,683-24.3% | $75,163-2.7% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 17.33% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,101 | $2,928+5.9% | $3,737-17.0% | $2,670+16.2% |
| Participant deferral / active EE | $7,319 | $3,659+100.1% | $4,878+50.0% | $4,125+77.4% |
| Admin fee / account holder | $7,997 | $5,216+53.3% | $6,730+18.8% | $5,651+41.5% |