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 7-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 | $73,190 | $111,754-34.5% | $103,333-29.2% | $145,922-49.8% |
| Participation rate | 79.2% | 77.9%+1.2pp | 74.5%+4.7pp | 80.3%-1.1pp |
| Annual return | 19.32% | 24.77%-5.4pp | 24.88%-5.6pp | 561.29%-542.0pp |
| Employer contribution / active EE | $3,692 | $4,212-12.4% | $3,868-4.6% | $4,660-20.8% |
| Participant deferral / active EE | $8,053 | $5,619+43.3% | $5,057+59.2% | $6,688+20.4% |
| Admin fee / account holder | $933 | $9,750-90.4% | $8,355-88.8% | $13,397-93.0% |