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 | $96,111 | $81,460+18.0% | $103,333-7.0% | $80,856+18.9% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 15.57% | 25.55%-10.0pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $9,596 | $3,105+209.0% | $3,868+148.1% | $2,755+248.3% |
| Participant deferral / active EE | $7,394 | $3,869+91.1% | $5,057+46.2% | $4,296+72.1% |
| Admin fee / account holder | $12,776 | $6,566+94.6% | $8,355+52.9% | $6,918+84.7% |