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 | $91,484 | $92,985-1.6% | $153,485-40.4% | $80,856+13.1% |
| Participation rate | 92.0% | 69.0%+23.0pp | 77.1%+14.9pp | 67.6%+24.4pp |
| Annual return | 15.09% | 19.95%-4.9pp | 15.65%-0.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,270 | $3,507+50.2% | $5,039+4.6% | $2,755+91.3% |
| Participant deferral / active EE | $7,771 | $5,178+50.1% | $6,757+15.0% | $4,296+80.9% |
| Admin fee / account holder | $598 | $8,880-93.3% | $12,724-95.3% | $6,918-91.4% |