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 | $76,487 | $54,705+39.8% | $71,209+7.4% | $84,808-9.8% |
| Participation rate | 70.5% | 64.1%+6.4pp | 73.8%-3.3pp | 68.3%+2.2pp |
| Annual return | 15.83% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,812 | $2,158+30.3% | $2,721+3.4% | $2,631+6.9% |
| Participant deferral / active EE | $4,724 | $3,030+55.9% | $4,175+13.1% | $4,212+12.2% |
| Admin fee / account holder | $2,161 | $4,863-55.6% | $5,349-59.6% | $7,344-70.6% |