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 6-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 | $92,480 | $93,571-1.2% | $135,903-32.0% | $75,163+23.0% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 18.24% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $13,415 | $3,537+279.3% | $4,856+176.2% | $2,670+402.5% |
| Participant deferral / active EE | $12,612 | $6,404+96.9% | $7,758+62.6% | $4,125+205.7% |
| Admin fee / account holder | $9,124 | $6,975+30.8% | $10,762-15.2% | $5,651+61.5% |