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 | $93,030 | $81,248+14.5% | $155,509-40.2% | $80,856+15.1% |
| Participation rate | 77.6% | 66.2%+11.3pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 13.52% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,395 | $3,100+106.3% | $4,672+36.9% | $2,755+132.1% |
| Participant deferral / active EE | $4,557 | $3,452+32.0% | $5,626-19.0% | $4,296+6.1% |
| Admin fee / account holder | $2,551 | $7,997-68.1% | $15,912-84.0% | $6,918-63.1% |