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 | $64,815 | $103,376-37.3% | $87,100-25.6% | $152,861-57.6% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 23.86% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $9,045 | $3,220+180.9% | $2,521+258.8% | $4,762+89.9% |
| Participant deferral / active EE | $6,484 | $4,778+35.7% | $4,049+60.1% | $5,850+10.8% |
| Admin fee / account holder | $863 | $12,205-92.9% | $7,497-88.5% | $11,596-92.6% |