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 6-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 | $74,393 | $76,367-2.6% | $93,606-20.5% | $72,985+1.9% |
| Participation rate | 73.9% | 71.7%+2.2pp | 75.8%-1.9pp | 69.5%+4.4pp |
| Annual return | 19.70% | 25.82%-6.1pp | 32.76%-13.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $757 | $2,275-66.8% | $2,718-72.2% | $2,440-69.0% |
| Participant deferral / active EE | $3,502 | $3,538-1.0% | $4,069-13.9% | $3,607-2.9% |
| Admin fee / account holder | $1,419 | $6,838-79.2% | $7,888-82.0% | $5,124-72.3% |