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 7-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 | $80,376 | $95,266-15.6% | $82,389-2.4% | $142,382-43.5% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 21.72% | 25.74%-4.0pp | 28.67%-6.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,968 | $2,991-34.2% | $2,517-21.8% | $4,299-54.2% |
| Participant deferral / active EE | $5,119 | $4,809+6.4% | $4,155+23.2% | $6,507-21.3% |
| Admin fee / account holder | $3,374 | $8,563-60.6% | $7,231-53.3% | $12,624-73.3% |