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 7-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 | $74,050 | $93,571-20.9% | $135,903-45.5% | $75,163-1.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 29.40% | 30.90%-1.5pp | 68.23%-38.8pp | 160.62%-131.2pp |
| Employer contribution / active EE | $6,827 | $3,537+93.0% | $4,856+40.6% | $2,670+155.7% |
| Participant deferral / active EE | $16,194 | $6,404+152.9% | $7,758+108.7% | $4,125+292.6% |
| Admin fee / account holder | $1,622 | $6,975-76.7% | $10,762-84.9% | $5,651-71.3% |