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 | $79,449 | $103,376-23.1% | $87,100-8.8% | $152,861-48.0% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 18.36% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,693 | $3,220+14.7% | $2,521+46.5% | $4,762-22.4% |
| Participant deferral / active EE | $5,539 | $4,778+15.9% | $4,049+36.8% | $5,850-5.3% |
| Admin fee / account holder | $322 | $12,205-97.4% | $7,497-95.7% | $11,596-97.2% |