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 | $118,409 | $89,753+31.9% | $107,525+10.1% | $84,808+39.6% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 16.47% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,043 | $3,113+126.2% | $3,754+87.6% | $2,631+167.7% |
| Participant deferral / active EE | $6,130 | $4,056+51.1% | $5,116+19.8% | $4,212+45.6% |
| Admin fee / account holder | $9,818 | $7,222+35.9% | $8,919+10.1% | $7,344+33.7% |