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 | $79,188 | $85,766-7.7% | $136,294-41.9% | $70,131+12.9% |
| Participation rate | 77.3% | 74.2%+3.1pp | 81.9%-4.6pp | 69.5%+7.7pp |
| Annual return | 24.79% | 31.45%-6.7pp | 5155.94%-5131.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $3,426 | $2,966+15.5% | $4,695-27.0% | $2,342+46.2% |
| Participant deferral / active EE | $6,735 | $5,051+33.3% | $6,247+7.8% | $3,332+102.1% |
| Admin fee / account holder | $3,778 | $5,420-30.3% | $9,243-59.1% | $4,645-18.7% |