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 | $85,907 | $100,773-14.8% | $88,946-3.4% | $142,382-39.7% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 27.15% | 70.18%-43.0pp | 57.82%-30.7pp | 217.08%-189.9pp |
| Employer contribution / active EE | $3,898 | $2,918+33.6% | $2,555+52.6% | $4,299-9.3% |
| Participant deferral / active EE | $9,336 | $5,230+78.5% | $4,581+103.8% | $6,507+43.5% |
| Admin fee / account holder | $1,005 | $9,693-89.6% | $8,261-87.8% | $12,624-92.0% |