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 7-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 | $92,653 | $60,022+54.4% | $88,946+4.2% | $84,808+9.3% |
| Participation rate | 90.6% | 57.8%+32.8pp | 68.8%+21.8pp | 68.3%+22.3pp |
| Annual return | 16.46% | 22.43%-6.0pp | 57.82%-41.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,937 | $1,703+131.2% | $2,555+54.1% | $2,631+49.6% |
| Participant deferral / active EE | $7,259 | $3,114+133.1% | $4,581+58.4% | $4,212+72.4% |
| Admin fee / account holder | $582 | $4,811-87.9% | $8,261-93.0% | $7,344-92.1% |