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 | $72,640 | $49,227+47.6% | $70,449+3.1% | $79,858-9.0% |
| Participation rate | 98.4% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 17.64% | 30.06%-12.4pp | 109.03%-91.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,732 | $2,099+77.8% | $2,737+36.4% | $2,471+51.1% |
| Participant deferral / active EE | $3,868 | $2,768+39.8% | $3,709+4.3% | $3,740+3.4% |
| Admin fee / account holder | $1,845 | $2,878-35.9% | $3,845-52.0% | $5,306-65.2% |