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 | $70,483 | $60,022+17.4% | $88,946-20.8% | $84,808-16.9% |
| Participation rate | 88.2% | 57.8%+30.4pp | 68.8%+19.4pp | 68.3%+19.9pp |
| Annual return | 16.76% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,955 | $3,114+155.5% | $4,581+73.6% | $4,212+88.9% |
| Admin fee / account holder | $2,508 | $4,811-47.9% | $8,261-69.6% | $7,344-65.8% |