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 | $96,554 | $106,515-9.4% | $96,683-0.1% | $139,434-30.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.7pp |
| Annual return | 17.50% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,301 | $4,103+53.6% | $3,737+68.6% | $4,751+32.6% |
| Participant deferral / active EE | $4,712 | $5,454-13.6% | $4,878-3.4% | $6,710-29.8% |
| Admin fee / account holder | $3,626 | $7,877-54.0% | $6,730-46.1% | $11,403-68.2% |