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 | $88,435 | $61,605+43.6% | $112,229-21.2% | $75,163+17.7% |
| Participation rate | 77.6% | 61.7%+15.9pp | 72.4%+5.1pp | 67.2%+10.4pp |
| Annual return | 16.04% | 28.47%-12.4pp | 30.20%-14.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,638 | $2,015-18.7% | $3,430-52.2% | $2,670-38.6% |
| Participant deferral / active EE | $4,600 | $3,108+48.0% | $4,798-4.1% | $4,125+11.5% |
| Admin fee / account holder | $3,490 | $4,862-28.2% | $7,748-55.0% | $5,651-38.2% |