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 | $84,875 | $60,892+39.4% | $82,389+3.0% | $84,808+0.1% |
| Participation rate | 80.8% | 63.3%+17.5pp | 69.5%+11.2pp | 68.3%+12.5pp |
| Annual return | 19.84% | 37.29%-17.5pp | 28.67%-8.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,222 | $1,779+24.9% | $2,517-11.7% | $2,631-15.6% |
| Participant deferral / active EE | $6,724 | $3,179+111.5% | $4,155+61.8% | $4,212+59.6% |
| Admin fee / account holder | $3,409 | $5,467-37.6% | $7,231-52.8% | $7,344-53.6% |