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 9-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 | $83,582 | $99,918-16.3% | $81,382+2.7% | $145,922-42.7% |
| Participation rate | 78.9% | 74.2%+4.8pp | 69.5%+9.5pp | 80.3%-1.3pp |
| Annual return | 11.24% | 34.32%-23.1pp | 24.73%-13.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,145 | $2,978+5.6% | $2,463+27.7% | $4,660-32.5% |
| Participant deferral / active EE | $7,332 | $4,605+59.2% | $3,883+88.8% | $6,688+9.6% |
| Admin fee / account holder | $661 | $8,212-91.9% | $5,768-88.5% | $13,397-95.1% |