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 9-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 | $67,797 | $82,882-18.2% | $127,761-46.9% | $72,985-7.1% |
| Participation rate | 76.5% | 71.5%+5.0pp | 79.0%-2.5pp | 69.5%+7.0pp |
| Annual return | 30.93% | 32.20%-1.3pp | 26.14%+4.8pp | 81.00%-50.1pp |
| Employer contribution / active EE | $4,157 | $3,346+24.2% | $4,574-9.1% | $2,440+70.4% |
| Participant deferral / active EE | $9,466 | $4,791+97.6% | $6,021+57.2% | $3,607+162.4% |
| Admin fee / account holder | $1,502 | $6,487-76.8% | $9,395-84.0% | $5,124-70.7% |