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 | $96,057 | $50,958+88.5% | $74,550+28.8% | $64,186+49.7% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.1%+27.5pp | 69.6%+27.1pp |
| Annual return | 5.98% | -1.86%+7.8pp | 32.53%-26.6pp | 7.63%-1.7pp |
| Employer contribution / active EE | $1,874 | $1,115+68.0% | $1,961-4.4% | $2,381-21.3% |
| Participant deferral / active EE | $2,246 | $2,301-2.4% | $3,108-27.7% | $3,470-35.3% |
| Admin fee / account holder | $6,614 | $4,223+56.6% | $5,060+30.7% | $4,888+35.3% |