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 5-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 | $91,459 | $94,338-3.1% | $100,534-9.0% | $142,382-35.8% |
| Participation rate | 93.8% | 81.7%+12.0pp | 80.6%+13.1pp | 80.1%+13.6pp |
| Annual return | 15.40% | 29.20%-13.8pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $8,705 | $4,237+105.5% | $4,346+100.3% | $4,299+102.5% |
| Participant deferral / active EE | $11,247 | $5,934+89.5% | $6,144+83.1% | $6,507+72.8% |
| Admin fee / account holder | $29,824 | $8,421+254.1% | $7,654+289.6% | $12,624+136.3% |