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 | $76,651 | $89,753-14.6% | $107,525-28.7% | $84,808-9.6% |
| Participation rate | 70.1% | 68.1%+2.1pp | 75.1%-4.9pp | 68.3%+1.8pp |
| Annual return | 13.53% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,376 | $3,113+8.4% | $3,754-10.0% | $2,631+28.3% |
| Participant deferral / active EE | $7,587 | $4,056+87.1% | $5,116+48.3% | $4,212+80.2% |
| Admin fee / account holder | $4,902 | $7,222-32.1% | $8,919-45.0% | $7,344-33.2% |