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 8-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 | $105,191 | $109,881-4.3% | $150,045-29.9% | $84,808+24.0% |
| Participation rate | 72.6% | 76.1%-3.5pp | 82.3%-9.7pp | 68.3%+4.3pp |
| Annual return | 22.39% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $7,600 | $3,561+113.4% | $4,693+61.9% | $2,631+188.9% |
| Participant deferral / active EE | $12,210 | $6,636+84.0% | $7,997+52.7% | $4,212+189.9% |
| Admin fee / account holder | $6,310 | $8,568-26.4% | $13,435-53.0% | $7,344-14.1% |