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 | $81,386 | $87,013-6.5% | $106,213-23.4% | $80,856+0.7% |
| Participation rate | 97.4% | 70.4%+27.0pp | 75.3%+22.2pp | 67.6%+29.8pp |
| Annual return | 11.86% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,998 | $2,395-16.6% | $3,171-37.0% | $2,755-27.5% |
| Participant deferral / active EE | $3,214 | $3,986-19.4% | $5,016-35.9% | $4,296-25.2% |
| Admin fee / account holder | $882 | $8,431-89.5% | $11,033-92.0% | $6,918-87.3% |