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 7-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 | $69,355 | $110,261-37.1% | $95,745-27.6% | $139,434-50.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.03% | 27.11%-13.1pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,417 | $3,257-25.8% | $2,835-14.7% | $4,751-49.1% |
| Participant deferral / active EE | $6,757 | $4,676+44.5% | $4,245+59.2% | $6,710+0.7% |
| Admin fee / account holder | $1,153 | $6,613-82.6% | $5,678-79.7% | $11,403-89.9% |