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 | $93,810 | $101,724-7.8% | $164,813-43.1% | $80,856+16.0% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 12.25% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,927 | $2,953+134.5% | $4,341+59.6% | $2,755+151.4% |
| Participant deferral / active EE | $5,125 | $4,477+14.5% | $6,031-15.0% | $4,296+19.3% |
| Admin fee / account holder | $371 | $8,227-95.5% | $12,690-97.1% | $6,918-94.6% |