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 | $88,162 | $98,750-10.7% | $149,696-41.1% | $79,858+10.4% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.5pp |
| Annual return | 22.99% | 27.43%-4.4pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $3,221 | $3,216+0.1% | $4,644-30.6% | $2,471+30.4% |
| Participant deferral / active EE | $5,825 | $5,680+2.5% | $6,842-14.9% | $3,740+55.7% |
| Admin fee / account holder | $4,553 | $6,053-24.8% | $9,309-51.1% | $5,306-14.2% |