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 | $77,570 | $113,339-31.6% | $94,993-18.3% | $147,584-47.4% |
| Participation rate | 81.0% | 78.0%+3.0pp | 73.9%+7.1pp | 82.8%-1.9pp |
| Annual return | 30.99% | 20.77%+10.2pp | 27.12%+3.9pp | 578.55%-547.6pp |
| Employer contribution / active EE | $1,307 | $3,160-58.6% | $2,603-49.8% | $4,876-73.2% |
| Participant deferral / active EE | $3,376 | $3,777-10.6% | $3,317+1.8% | $5,439-37.9% |
| Admin fee / account holder | $446 | $6,063-92.6% | $4,960-91.0% | $10,885-95.9% |