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 | $162,462 | $86,929+86.9% | $102,423+58.6% | $80,856+100.9% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.5pp |
| Annual return | 13.54% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,026 | $2,369+154.3% | $3,023+99.3% | $2,755+118.7% |
| Participant deferral / active EE | $6,098 | $4,118+48.1% | $5,053+20.7% | $4,296+42.0% |
| Admin fee / account holder | $16,798 | $8,049+108.7% | $9,451+77.7% | $6,918+142.8% |