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 | $86,109 | $80,968+6.3% | $96,544-10.8% | $75,163+14.6% |
| Participation rate | 83.9% | 71.8%+12.1pp | 76.0%+7.9pp | 67.2%+16.7pp |
| Annual return | 15.88% | 27.06%-11.2pp | 25.84%-10.0pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,630 | $2,282+15.3% | $2,965-11.3% | $2,670-1.5% |
| Participant deferral / active EE | $6,775 | $3,928+72.5% | $4,851+39.7% | $4,125+64.2% |
| Admin fee / account holder | $3,895 | $6,724-42.1% | $8,252-52.8% | $5,651-31.1% |