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 8-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 | $74,307 | $60,022+23.8% | $88,946-16.5% | $84,808-12.4% |
| Participation rate | 85.2% | 57.8%+27.3pp | 68.8%+16.3pp | 68.3%+16.9pp |
| Annual return | 19.10% | 22.43%-3.3pp | 57.82%-38.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,704 | $1,703+58.8% | $2,555+5.8% | $2,631+2.8% |
| Participant deferral / active EE | $7,381 | $3,114+137.0% | $4,581+61.1% | $4,212+75.2% |
| Admin fee / account holder | $1,257 | $4,811-73.9% | $8,261-84.8% | $7,344-82.9% |