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 7-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 | $96,604 | $125,758-23.2% | $169,993-43.2% | $75,163+28.5% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 29.67% | 27.20%+2.5pp | 53.37%-23.7pp | 160.62%-130.9pp |
| Employer contribution / active EE | $2,881 | $4,615-37.6% | $6,785-57.5% | $2,670+7.9% |
| Participant deferral / active EE | $7,477 | $6,837+9.4% | $10,408-28.2% | $4,125+81.3% |
| Admin fee / account holder | $1,985 | $8,173-75.7% | $12,815-84.5% | $5,651-64.9% |