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 | $74,479 | $100,773-26.1% | $88,946-16.3% | $142,382-47.7% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 14.60% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,713 | $2,918+27.3% | $2,555+45.3% | $4,299-13.6% |
| Participant deferral / active EE | $4,118 | $5,230-21.3% | $4,581-10.1% | $6,507-36.7% |
| Admin fee / account holder | $1,651 | $9,693-83.0% | $8,261-80.0% | $12,624-86.9% |