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 | $93,237 | $103,376-9.8% | $87,100+7.0% | $152,861-39.0% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 26.81% | 28.10%-1.3pp | 28.19%-1.4pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,357 | $3,220-26.8% | $2,521-6.5% | $4,762-50.5% |
| Participant deferral / active EE | $8,201 | $4,778+71.6% | $4,049+102.6% | $5,850+40.2% |
| Admin fee / account holder | $1,862 | $12,205-84.7% | $7,497-75.2% | $11,596-83.9% |