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 | $70,221 | $77,503-9.4% | $100,391-30.1% | $80,856-13.2% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.3pp | 67.6%+28.1pp |
| Annual return | 17.22% | 37.20%-20.0pp | 49.20%-32.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,696 | $2,801-39.4% | $3,942-57.0% | $2,755-38.4% |
| Participant deferral / active EE | $8,554 | $6,820+25.4% | $8,082+5.8% | $4,296+99.1% |
| Admin fee / account holder | $458 | $5,897-92.2% | $7,899-94.2% | $6,918-93.4% |