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 10-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 | $89,214 | $93,571-4.7% | $135,903-34.4% | $75,163+18.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.97% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $9,218 | $3,537+160.6% | $4,856+89.8% | $2,670+245.3% |
| Participant deferral / active EE | $6,987 | $6,404+9.1% | $7,758-9.9% | $4,125+69.4% |
| Admin fee / account holder | $9,973 | $6,975+43.0% | $10,762-7.3% | $5,651+76.5% |