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 | $77,438 | $71,050+9.0% | $93,606-17.3% | $80,856-4.2% |
| Participation rate | 70.8% | 60.4%+10.4pp | 68.7%+2.1pp | 67.6%+3.1pp |
| Annual return | 15.28% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,636 | $1,564+68.6% | $2,420+9.0% | $2,755-4.3% |
| Participant deferral / active EE | $4,686 | $4,034+16.2% | $4,411+6.2% | $4,296+9.1% |
| Admin fee / account holder | $721 | $6,945-89.6% | $8,285-91.3% | $6,918-89.6% |