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 | $92,372 | $114,381-19.2% | $107,525-14.1% | $142,382-35.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 17.77% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,933 | $4,015-27.0% | $3,754-21.9% | $4,299-31.8% |
| Participant deferral / active EE | $5,214 | $5,564-6.3% | $5,116+1.9% | $6,507-19.9% |
| Admin fee / account holder | $1,433 | $9,860-85.5% | $8,919-83.9% | $12,624-88.7% |