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 | $96,956 | $127,065-23.7% | $113,168-14.3% | $142,382-31.9% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 17.05% | 24.03%-7.0pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,039 | $3,442+162.6% | $2,975+203.8% | $4,299+110.2% |
| Participant deferral / active EE | $6,032 | $5,716+5.5% | $5,107+18.1% | $6,507-7.3% |
| Admin fee / account holder | $13,554 | $15,736-13.9% | $12,068+12.3% | $12,624+7.4% |