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 | $72,444 | $62,586+15.8% | $76,768-5.6% | $64,186+12.9% |
| Participation rate | 73.8% | 72.8%+1.0pp | 77.0%-3.2pp | 69.6%+4.2pp |
| Annual return | 18.21% | -1.95%+20.2pp | 2.43%+15.8pp | 7.63%+10.6pp |
| Employer contribution / active EE | $1,974 | $1,832+7.7% | $2,485-20.6% | $2,381-17.1% |
| Participant deferral / active EE | $7,081 | $3,145+125.2% | $3,852+83.8% | $3,470+104.1% |
| Admin fee / account holder | $6,844 | $4,667+46.6% | $6,675+2.5% | $4,888+40.0% |