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 | $84,955 | $115,882-26.7% | $100,516-15.5% | $158,922-46.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 15.81% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,784 | $4,103-32.1% | $3,418-18.5% | $4,761-41.5% |
| Participant deferral / active EE | $7,111 | $6,674+6.5% | $6,270+13.4% | $5,982+18.9% |
| Admin fee / account holder | $445 | $10,995-96.0% | $8,081-94.5% | $11,246-96.0% |