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 3-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 | $94,765 | $109,881-13.8% | $150,045-36.8% | $84,808+11.7% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 14.27% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $5,248 | $3,561+47.4% | $4,693+11.8% | $2,631+99.5% |
| Participant deferral / active EE | $12,329 | $6,636+85.8% | $7,997+54.2% | $4,212+192.7% |
| Admin fee / account holder | $17,361 | $8,568+102.6% | $13,435+29.2% | $7,344+136.4% |