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 | $97,791 | $138,347-29.3% | $184,203-46.9% | $80,856+20.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 15.89% | 20.02%-4.1pp | 28.81%-12.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $9,597 | $4,850+97.9% | $6,427+49.3% | $2,755+248.4% |
| Participant deferral / active EE | $8,650 | $7,071+22.3% | $9,131-5.3% | $4,296+101.4% |
| Admin fee / account holder | $998 | $10,483-90.5% | $13,901-92.8% | $6,918-85.6% |