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 | $58,896 | $65,365-9.9% | $92,893-36.6% | $72,985-19.3% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 21.87% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,880 | $2,594-27.5% | $3,653-48.5% | $2,440-23.0% |
| Participant deferral / active EE | $2,400 | $3,128-23.3% | $4,236-43.3% | $3,607-33.5% |
| Admin fee / account holder | $478 | $4,251-88.8% | $5,794-91.8% | $5,124-90.7% |