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 | $85,991 | $118,427-27.4% | $66,042+30.2% | $142,382-39.6% |
| Participation rate | 70.0% | 68.1%+1.9pp | 67.5%+2.5pp | 80.1%-10.1pp |
| Annual return | 7.15% | 35.57%-28.4pp | 52.11%-45.0pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,312 | $2,570-48.9% | $1,579-16.9% | $4,299-69.5% |
| Participant deferral / active EE | $9,908 | $4,311+129.8% | $2,835+249.4% | $6,507+52.3% |
| Admin fee / account holder | $6,410 | $9,593-33.2% | $5,747+11.5% | $12,624-49.2% |