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 | $65,288 | $57,016+14.5% | $84,966-23.2% | $80,856-19.3% |
| Participation rate | 81.6% | 56.3%+25.3pp | 67.5%+14.1pp | 67.6%+14.0pp |
| Annual return | 19.25% | 21.66%-2.4pp | 66.38%-47.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $5,337 | $1,798+196.9% | $2,727+95.7% | $2,755+93.7% |
| Participant deferral / active EE | $12,032 | $3,110+286.9% | $4,519+166.2% | $4,296+180.1% |
| Admin fee / account holder | $6,982 | $4,980+40.2% | $6,149+13.5% | $6,918+0.9% |