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 | $82,746 | $70,475+17.4% | $100,516-17.7% | $79,858+3.6% |
| Participation rate | 72.7% | 73.7%-0.9pp | 79.4%-6.7pp | 69.6%+3.1pp |
| Annual return | 18.01% | 21.90%-3.9pp | 30.89%-12.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,884 | $2,165+171.8% | $3,418+72.2% | $2,471+138.1% |
| Participant deferral / active EE | $6,460 | $5,181+24.7% | $6,270+3.0% | $3,740+72.7% |
| Admin fee / account holder | $3,673 | $4,478-18.0% | $8,081-54.5% | $5,306-30.8% |