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 | $72,787 | $92,985-21.7% | $153,485-52.6% | $80,856-10.0% |
| Participation rate | 84.5% | 69.0%+15.5pp | 77.1%+7.4pp | 67.6%+16.8pp |
| Annual return | 33.30% | 19.95%+13.4pp | 15.65%+17.6pp | 35.59%-2.3pp |
| Employer contribution / active EE | $6,180 | $3,507+76.2% | $5,039+22.7% | $2,755+124.3% |
| Participant deferral / active EE | $9,780 | $5,178+88.9% | $6,757+44.7% | $4,296+127.7% |
| Admin fee / account holder | $5,430 | $8,880-38.9% | $12,724-57.3% | $6,918-21.5% |