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 4-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 | $81,022 | $163,101-50.3% | $136,749-40.8% | $142,382-43.1% |
| Participation rate | 77.8% | 78.2%-0.4pp | 72.1%+5.6pp | 80.1%-2.3pp |
| Annual return | 18.35% | 27.54%-9.2pp | 24.33%-6.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,521 | $4,117-38.8% | $3,400-25.8% | $4,299-41.4% |
| Participant deferral / active EE | $12,592 | $5,585+125.5% | $4,692+168.4% | $6,507+93.5% |
| Admin fee / account holder | $747 | $14,318-94.8% | $11,386-93.4% | $12,624-94.1% |