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 6-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 | $73,559 | $73,933-0.5% | $96,683-23.9% | $75,163-2.1% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 24.41% | 26.70%-2.3pp | 35.69%-11.3pp | 160.62%-136.2pp |
| Employer contribution / active EE | $7,223 | $2,928+146.7% | $3,737+93.3% | $2,670+170.5% |
| Participant deferral / active EE | $20,245 | $3,659+453.3% | $4,878+315.0% | $4,125+390.8% |
| Admin fee / account holder | $5,838 | $5,216+11.9% | $6,730-13.2% | $5,651+3.3% |