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 | $121,364 | $55,706+117.9% | $75,886+59.9% | $72,985+66.3% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.3%+18.7pp | 69.5%+18.5pp |
| Annual return | 21.61% | 27.59%-6.0pp | 30.76%-9.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $8,965 | $1,687+431.5% | $2,500+258.5% | $2,440+267.4% |
| Participant deferral / active EE | $7,464 | $2,634+183.4% | $3,603+107.2% | $3,607+106.9% |
| Admin fee / account holder | $8,748 | $3,978+119.9% | $5,418+61.4% | $5,124+70.7% |