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 | $86,192 | $162,781-47.1% | $133,956-35.7% | $158,922-45.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.07% | 41.94%-27.9pp | 45.09%-31.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,683 | $4,975-26.0% | $3,919-6.0% | $4,761-22.6% |
| Participant deferral / active EE | $7,934 | $5,911+34.2% | $5,048+57.2% | $5,982+32.6% |
| Admin fee / account holder | $988 | $11,736-91.6% | $8,927-88.9% | $11,246-91.2% |