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 | $78,916 | $77,503+1.8% | $100,391-21.4% | $80,856-2.4% |
| Participation rate | 92.6% | 76.9%+15.6pp | 81.5%+11.1pp | 67.6%+25.0pp |
| Annual return | 17.66% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,856 | $2,801+2.0% | $3,942-27.5% | $2,755+3.7% |
| Participant deferral / active EE | $7,803 | $6,820+14.4% | $8,082-3.5% | $4,296+81.6% |
| Admin fee / account holder | $2,298 | $5,897-61.0% | $7,899-70.9% | $6,918-66.8% |