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 | $75,112 | $109,881-31.6% | $150,045-49.9% | $84,808-11.4% |
| Participation rate | 76.7% | 76.1%+0.6pp | 82.3%-5.7pp | 68.3%+8.4pp |
| Annual return | 24.46% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $7,930 | $3,561+122.7% | $4,693+69.0% | $2,631+201.4% |
| Participant deferral / active EE | $13,435 | $6,636+102.5% | $7,997+68.0% | $4,212+219.0% |
| Admin fee / account holder | $1,882 | $8,568-78.0% | $13,435-86.0% | $7,344-74.4% |