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 7-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 | $94,188 | $73,933+27.4% | $96,683-2.6% | $75,163+25.3% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.3pp | 67.2%+12.4pp |
| Annual return | 40.28% | 26.70%+13.6pp | 35.69%+4.6pp | 160.62%-120.3pp |
| Employer contribution / active EE | $2,100 | $2,928-28.3% | $3,737-43.8% | $2,670-21.4% |
| Participant deferral / active EE | $7,997 | $3,659+118.6% | $4,878+63.9% | $4,125+93.9% |
| Admin fee / account holder | $954 | $5,216-81.7% | $6,730-85.8% | $5,651-83.1% |