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 10-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 | $95,604 | $70,428+35.7% | $96,562-1.0% | $85,850+11.4% |
| Participation rate | 92.5% | 61.8%+30.7pp | 69.8%+22.7pp | 69.3%+23.2pp |
| Annual return | 16.37% | 18.59%-2.2pp | 37.78%-21.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,249 | $1,413-11.6% | $2,356-47.0% | $2,565-51.3% |
| Participant deferral / active EE | $7,375 | $2,894+154.9% | $3,849+91.6% | $3,952+86.6% |
| Admin fee / account holder | $1,408 | $4,997-71.8% | $6,181-77.2% | $6,260-77.5% |