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 | $85,927 | $81,460+5.5% | $103,333-16.8% | $80,856+6.3% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 13.14% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,349 | $3,105-24.3% | $3,868-39.3% | $2,755-14.7% |
| Participant deferral / active EE | $5,971 | $3,869+54.4% | $5,057+18.1% | $4,296+39.0% |
| Admin fee / account holder | $4,402 | $6,566-33.0% | $8,355-47.3% | $6,918-36.4% |