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 | $74,086 | $78,422-5.5% | $95,952-22.8% | $79,858-7.2% |
| Participation rate | 89.8% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.2pp |
| Annual return | 15.54% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,231 | $1,945+14.7% | $2,541-12.2% | $2,471-9.7% |
| Participant deferral / active EE | $3,151 | $3,440-8.4% | $4,167-24.4% | $3,740-15.8% |
| Admin fee / account holder | $11,588 | $5,622+106.1% | $6,795+70.5% | $5,306+118.4% |