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 | $90,366 | $85,022+6.3% | $70,515+28.2% | $139,434-35.2% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 20.48% | 30.38%-9.9pp | 32.77%-12.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,590 | $3,909+17.4% | $2,973+54.4% | $4,751-3.4% |
| Participant deferral / active EE | $10,412 | $5,890+76.8% | $4,567+128.0% | $6,710+55.2% |
| Admin fee / account holder | $9,833 | $8,906+10.4% | $6,412+53.4% | $11,403-13.8% |