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 | $96,580 | $127,065-24.0% | $113,168-14.7% | $142,382-32.2% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 12.44% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,527 | $3,442-55.6% | $2,975-48.7% | $4,299-64.5% |
| Participant deferral / active EE | $6,468 | $5,716+13.1% | $5,107+26.7% | $6,507-0.6% |
| Admin fee / account holder | $9,650 | $15,736-38.7% | $12,068-20.0% | $12,624-23.6% |