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 | $76,721 | $107,452-28.6% | $91,541-16.2% | $142,382-46.1% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 21.84% | 22.06%-0.2pp | 20.50%+1.3pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,135 | $2,994+4.7% | $2,505+25.2% | $4,299-27.1% |
| Participant deferral / active EE | $7,304 | $4,754+53.6% | $4,008+82.2% | $6,507+12.2% |
| Admin fee / account holder | $22,926 | $8,834+159.5% | $6,956+229.6% | $12,624+81.6% |