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 | $82,957 | $95,266-12.9% | $82,389+0.7% | $142,382-41.7% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.5%+26.1pp | 80.1%+15.5pp |
| Annual return | 17.24% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,582 | $2,991-13.7% | $2,517+2.6% | $4,299-39.9% |
| Participant deferral / active EE | $4,836 | $4,809+0.6% | $4,155+16.4% | $6,507-25.7% |
| Admin fee / account holder | $1,781 | $8,563-79.2% | $7,231-75.4% | $12,624-85.9% |