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 | $68,942 | $80,968-14.9% | $96,544-28.6% | $75,163-8.3% |
| Participation rate | 70.5% | 71.8%-1.3pp | 76.0%-5.5pp | 67.2%+3.3pp |
| Annual return | 41.56% | 27.06%+14.5pp | 25.84%+15.7pp | 160.62%-119.1pp |
| Employer contribution / active EE | $3,903 | $2,282+71.1% | $2,965+31.6% | $2,670+46.2% |
| Participant deferral / active EE | $8,959 | $3,928+128.1% | $4,851+84.7% | $4,125+117.2% |
| Admin fee / account holder | $549 | $6,724-91.8% | $8,252-93.3% | $5,651-90.3% |