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 9-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 | $80,075 | $56,277+42.3% | $80,975-1.1% | $62,891+27.3% |
| Participation rate | 96.6% | 69.0%+27.6pp | 75.8%+20.7pp | 69.3%+27.2pp |
| Annual return | 9.57% | 22.12%-12.5pp | 17.10%-7.5pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,505 | $1,943+28.9% | $3,714-32.6% | $2,281+9.8% |
| Participant deferral / active EE | $7,895 | $4,195+88.2% | $5,696+38.6% | $3,203+146.5% |
| Admin fee / account holder | $1,818 | $3,741-51.4% | $5,516-67.0% | $4,296-57.7% |