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 | $76,786 | $98,240-21.8% | $82,313-6.7% | $147,584-48.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 19.97% | 30.85%-10.9pp | 25.88%-5.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,412 | $3,192+6.9% | $2,428+40.5% | $4,876-30.0% |
| Participant deferral / active EE | $7,163 | $4,383+63.4% | $3,706+93.3% | $5,439+31.7% |
| Admin fee / account holder | $948 | $8,563-88.9% | $5,608-83.1% | $10,885-91.3% |