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 | $88,294 | $109,881-19.6% | $150,045-41.2% | $84,808+4.1% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 25.22% | 28.25%-3.0pp | 62.55%-37.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $6,699 | $3,561+88.1% | $4,693+42.7% | $2,631+154.6% |
| Participant deferral / active EE | $13,328 | $6,636+100.8% | $7,997+66.7% | $4,212+216.5% |
| Admin fee / account holder | $1,928 | $8,568-77.5% | $13,435-85.7% | $7,344-73.7% |