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 | $73,953 | $72,492+2.0% | $87,100-15.1% | $72,985+1.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.38% | 24.46%+0.9pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $4,159 | $1,894+119.6% | $2,521+65.0% | $2,440+70.5% |
| Participant deferral / active EE | $5,347 | $3,270+63.6% | $4,049+32.1% | $3,607+48.2% |
| Admin fee / account holder | $3,354 | $5,055-33.7% | $7,497-55.3% | $5,124-34.6% |