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 | $93,570 | $109,881-14.8% | $150,045-37.6% | $84,808+10.3% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 18.24% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,497 | $3,561-1.8% | $4,693-25.5% | $2,631+32.9% |
| Participant deferral / active EE | $7,519 | $6,636+13.3% | $7,997-6.0% | $4,212+78.5% |
| Admin fee / account holder | $618 | $8,568-92.8% | $13,435-95.4% | $7,344-91.6% |