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 | $78,515 | $89,753-12.5% | $107,525-27.0% | $84,808-7.4% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 19.11% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $12,772 | $3,113+310.2% | $3,754+240.3% | $2,631+385.5% |
| Participant deferral / active EE | $6,904 | $4,056+70.2% | $5,116+34.9% | $4,212+63.9% |
| Admin fee / account holder | $4,759 | $7,222-34.1% | $8,919-46.6% | $7,344-35.2% |