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 8-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 | $94,398 | $228,332-58.7% | $185,823-49.2% | $158,922-40.6% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 10.15% | 40.80%-30.7pp | 35.95%-25.8pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,516 | $4,967-69.5% | $4,087-62.9% | $4,761-68.2% |
| Participant deferral / active EE | $3,973 | $6,415-38.1% | $5,632-29.5% | $5,982-33.6% |
| Admin fee / account holder | $474 | $11,864-96.0% | $9,500-95.0% | $11,246-95.8% |