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 | $100,252 | $179,726-44.2% | $156,263-35.8% | $142,382-29.6% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 19.50% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,165 | $5,069+80.8% | $4,333+111.5% | $4,299+113.2% |
| Participant deferral / active EE | $8,503 | $6,956+22.2% | $6,158+38.1% | $6,507+30.7% |
| Admin fee / account holder | $10,877 | $17,272-37.0% | $14,255-23.7% | $12,624-13.8% |