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 3-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 | $78,036 | $87,013-10.3% | $106,213-26.5% | $80,856-3.5% |
| Participation rate | 75.9% | 70.4%+5.4pp | 75.3%+0.6pp | 67.6%+8.2pp |
| Annual return | 10.47% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,547 | $2,395+6.3% | $3,171-19.7% | $2,755-7.5% |
| Participant deferral / active EE | $4,714 | $3,986+18.3% | $5,016-6.0% | $4,296+9.7% |
| Admin fee / account holder | $5,119 | $8,431-39.3% | $11,033-53.6% | $6,918-26.0% |