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 | $79,828 | $106,515-25.1% | $96,683-17.4% | $139,434-42.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 21.78% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,060 | $4,103-49.8% | $3,737-44.9% | $4,751-56.6% |
| Participant deferral / active EE | $8,781 | $5,454+61.0% | $4,878+80.0% | $6,710+30.9% |
| Admin fee / account holder | $364 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |