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 | $95,292 | $68,547+39.0% | $120,354-20.8% | $80,856+17.9% |
| Participation rate | 79.5% | 61.6%+17.9pp | 71.9%+7.6pp | 67.6%+11.8pp |
| Annual return | 12.59% | 23.60%-11.0pp | 107.15%-94.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,984 | $2,051+45.5% | $3,463-13.8% | $2,755+8.3% |
| Participant deferral / active EE | $7,464 | $3,173+135.2% | $4,991+49.5% | $4,296+73.7% |
| Admin fee / account holder | $3,387 | $5,732-40.9% | $9,423-64.1% | $6,918-51.0% |