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 | $87,391 | $60,892+43.5% | $82,389+6.1% | $84,808+3.0% |
| Participation rate | 96.0% | 63.3%+32.7pp | 69.5%+26.5pp | 68.3%+27.7pp |
| Annual return | 14.40% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,308 | $1,779+310.7% | $2,517+190.4% | $2,631+177.8% |
| Participant deferral / active EE | $3,557 | $3,179+11.9% | $4,155-14.4% | $4,212-15.5% |
| Admin fee / account holder | $4,629 | $5,467-15.3% | $7,231-36.0% | $7,344-37.0% |