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 | $94,104 | $117,841-20.1% | $102,423-8.1% | $145,922-35.5% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 9.90% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,628 | $3,615-27.3% | $3,023-13.1% | $4,660-43.6% |
| Participant deferral / active EE | $3,510 | $5,731-38.8% | $5,053-30.5% | $6,688-47.5% |
| Admin fee / account holder | $8,403 | $13,326-36.9% | $9,451-11.1% | $13,397-37.3% |