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 | $83,935 | $117,983-28.9% | $101,794-17.5% | $142,382-41.0% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,232 | $2,773+16.6% | $2,289+41.2% | $4,299-24.8% |
| Participant deferral / active EE | $6,239 | $4,714+32.4% | $4,084+52.8% | $6,507-4.1% |
| Admin fee / account holder | $11,970 | $10,433+14.7% | $8,777+36.4% | $12,624-5.2% |