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 6-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 | $75,015 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 94.9% | 76.1%+18.9pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 23.55% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $7,434 | $3,561+108.8% | $4,693+58.4% | $2,631+182.6% |
| Participant deferral / active EE | $15,297 | $6,636+130.5% | $7,997+91.3% | $4,212+263.2% |
| Admin fee / account holder | $7,489 | $8,568-12.6% | $13,435-44.3% | $7,344+2.0% |