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 5-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 | $78,000 | $114,381-31.8% | $107,525-27.5% | $142,382-45.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.81% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,159 | $4,015+3.6% | $3,754+10.8% | $4,299-3.3% |
| Participant deferral / active EE | $8,573 | $5,564+54.1% | $5,116+67.6% | $6,507+31.8% |
| Admin fee / account holder | $876 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |