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 10-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 | $96,965 | $109,881-11.8% | $150,045-35.4% | $84,808+14.3% |
| Participation rate | 89.4% | 76.1%+13.3pp | 82.3%+7.0pp | 68.3%+21.1pp |
| Annual return | 14.44% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,108 | $3,561+99.6% | $4,693+51.5% | $2,631+170.2% |
| Participant deferral / active EE | $13,181 | $6,636+98.6% | $7,997+64.8% | $4,212+213.0% |
| Admin fee / account holder | $37,026 | $8,568+332.1% | $13,435+175.6% | $7,344+404.2% |