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 | $98,001 | $106,515-8.0% | $96,683+1.4% | $139,434-29.7% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 18.48% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,046 | $4,103+23.0% | $3,737+35.0% | $4,751+6.2% |
| Participant deferral / active EE | $8,614 | $5,454+57.9% | $4,878+76.6% | $6,710+28.4% |
| Admin fee / account holder | $936 | $7,877-88.1% | $6,730-86.1% | $11,403-91.8% |