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 | $86,958 | $109,881-20.9% | $150,045-42.0% | $84,808+2.5% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 18.05% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $12,734 | $3,561+257.6% | $4,693+171.3% | $2,631+384.0% |
| Participant deferral / active EE | $6,905 | $6,636+4.0% | $7,997-13.7% | $4,212+63.9% |
| Admin fee / account holder | $13,081 | $8,568+52.7% | $13,435-2.6% | $7,344+78.1% |