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 | $73,886 | $110,257-33.0% | $96,544-23.5% | $139,434-47.0% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 19.96% | 26.32%-6.4pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,969 | $3,620-18.0% | $2,965+0.1% | $4,751-37.5% |
| Participant deferral / active EE | $6,007 | $5,548+8.3% | $4,851+23.8% | $6,710-10.5% |
| Admin fee / account holder | $3,644 | $11,591-68.6% | $8,252-55.8% | $11,403-68.0% |