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 | $71,687 | $93,571-23.4% | $135,903-47.3% | $75,163-4.6% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 31.52% | 30.90%+0.6pp | 68.23%-36.7pp | 160.62%-129.1pp |
| Employer contribution / active EE | $14,942 | $3,537+322.5% | $4,856+207.7% | $2,670+459.7% |
| Participant deferral / active EE | $19,651 | $6,404+206.8% | $7,758+153.3% | $4,125+376.4% |
| Admin fee / account holder | $13,611 | $6,975+95.1% | $10,762+26.5% | $5,651+140.9% |