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 | $73,055 | $78,422-6.8% | $95,952-23.9% | $79,858-8.5% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.9pp |
| Annual return | 20.54% | 19.37%+1.2pp | 91.61%-71.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $4,007 | $1,945+106.0% | $2,541+57.7% | $2,471+62.2% |
| Participant deferral / active EE | $9,560 | $3,440+177.9% | $4,167+129.4% | $3,740+155.6% |
| Admin fee / account holder | $1,677 | $5,622-70.2% | $6,795-75.3% | $5,306-68.4% |