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 | $95,804 | $60,022+59.6% | $88,946+7.7% | $84,808+13.0% |
| Participation rate | 97.6% | 57.8%+39.7pp | 68.8%+28.7pp | 68.3%+29.2pp |
| Annual return | 22.12% | 22.43%-0.3pp | 57.82%-35.7pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,953 | $1,703+73.4% | $2,555+15.6% | $2,631+12.2% |
| Participant deferral / active EE | $5,231 | $3,114+68.0% | $4,581+14.2% | $4,212+24.2% |
| Admin fee / account holder | $6,325 | $4,811+31.5% | $8,261-23.4% | $7,344-13.9% |