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 | $98,470 | $112,881-12.8% | $90,951+8.3% | $158,922-38.0% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 10.45% | 215.79%-205.3pp | 134.60%-124.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,026 | $2,893-64.6% | $2,122-51.7% | $4,761-78.5% |
| Participant deferral / active EE | $2,092 | $4,128-49.3% | $3,373-38.0% | $5,982-65.0% |
| Admin fee / account holder | $430 | $8,041-94.6% | $5,959-92.8% | $11,246-96.2% |