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 5-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 | $77,649 | $104,974-26.0% | $95,585-18.8% | $142,382-45.5% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 25.29% | 210.33%-185.0pp | 38.56%-13.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,915 | $2,779-31.1% | $2,527-24.2% | $4,299-55.5% |
| Participant deferral / active EE | $7,835 | $4,352+80.0% | $4,023+94.8% | $6,507+20.4% |
| Admin fee / account holder | $506 | $6,386-92.1% | $6,127-91.7% | $12,624-96.0% |