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 10-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 | $95,657 | $140,940-32.1% | $112,229-14.8% | $139,434-31.4% |
| Participation rate | 95.8% | 79.2%+16.6pp | 72.4%+23.4pp | 80.3%+15.5pp |
| Annual return | 10.60% | 32.71%-22.1pp | 30.20%-19.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,547 | $4,283-17.2% | $3,430+3.4% | $4,751-25.3% |
| Participant deferral / active EE | $7,279 | $5,874+23.9% | $4,798+51.7% | $6,710+8.5% |
| Admin fee / account holder | $3,135 | $9,954-68.5% | $7,748-59.5% | $11,403-72.5% |