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 | $69,034 | $100,773-31.5% | $88,946-22.4% | $142,382-51.5% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 21.85% | 70.18%-48.3pp | 57.82%-36.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,051 | $2,918+38.8% | $2,555+58.5% | $4,299-5.8% |
| Participant deferral / active EE | $10,448 | $5,230+99.8% | $4,581+128.1% | $6,507+60.6% |
| Admin fee / account holder | $1,383 | $9,693-85.7% | $8,261-83.3% | $12,624-89.0% |