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 | $69,106 | $110,257-37.3% | $96,544-28.4% | $139,434-50.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 23.22% | 26.32%-3.1pp | 25.84%-2.6pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,683 | $3,620-25.9% | $2,965-9.5% | $4,751-43.5% |
| Participant deferral / active EE | $12,322 | $5,548+122.1% | $4,851+154.0% | $6,710+83.6% |
| Admin fee / account holder | $529 | $11,591-95.4% | $8,252-93.6% | $11,403-95.4% |