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 | $70,176 | $98,750-28.9% | $149,696-53.1% | $79,858-12.1% |
| Participation rate | 76.7% | 75.8%+1.0pp | 82.5%-5.7pp | 69.6%+7.1pp |
| Annual return | 18.01% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,171 | $3,216-63.6% | $4,644-74.8% | $2,471-52.6% |
| Participant deferral / active EE | $2,606 | $5,680-54.1% | $6,842-61.9% | $3,740-30.3% |
| Admin fee / account holder | $495 | $6,053-91.8% | $9,309-94.7% | $5,306-90.7% |