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 | $85,511 | $106,515-19.7% | $96,683-11.6% | $139,434-38.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 22.07% | 38.43%-16.4pp | 35.69%-13.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $4,920 | $4,103+19.9% | $3,737+31.7% | $4,751+3.6% |
| Participant deferral / active EE | $14,976 | $5,454+174.6% | $4,878+207.0% | $6,710+123.2% |
| Admin fee / account holder | $3,428 | $7,877-56.5% | $6,730-49.1% | $11,403-69.9% |