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 | $78,249 | $117,983-33.7% | $101,794-23.1% | $142,382-45.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 19.64% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,075 | $2,773+10.9% | $2,289+34.3% | $4,299-28.5% |
| Participant deferral / active EE | $8,753 | $4,714+85.7% | $4,084+114.3% | $6,507+34.5% |
| Admin fee / account holder | $756 | $10,433-92.8% | $8,777-91.4% | $12,624-94.0% |