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 | $95,048 | $110,257-13.8% | $96,544-1.5% | $139,434-31.8% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 20.40% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,400 | $3,620-61.3% | $2,965-52.8% | $4,751-70.5% |
| Participant deferral / active EE | $12,533 | $5,548+125.9% | $4,851+158.4% | $6,710+86.8% |
| Admin fee / account holder | $433 | $11,591-96.3% | $8,252-94.8% | $11,403-96.2% |