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 | $69,986 | $93,571-25.2% | $135,903-48.5% | $75,163-6.9% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 15.94% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,544 | $3,537-28.1% | $4,856-47.6% | $2,670-4.7% |
| Participant deferral / active EE | $4,378 | $6,404-31.6% | $7,758-43.6% | $4,125+6.1% |
| Admin fee / account holder | $4,218 | $6,975-39.5% | $10,762-60.8% | $5,651-25.4% |