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 | $87,309 | $109,881-20.5% | $150,045-41.8% | $84,808+2.9% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 15.22% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,671 | $3,561-53.1% | $4,693-64.4% | $2,631-36.5% |
| Participant deferral / active EE | $6,883 | $6,636+3.7% | $7,997-13.9% | $4,212+63.4% |
| Admin fee / account holder | $1,706 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |