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 | $90,100 | $72,492+24.3% | $87,100+3.4% | $72,985+23.5% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 17.72% | 24.46%-6.7pp | 28.19%-10.5pp | 81.00%-63.3pp |
| Employer contribution / active EE | $4,008 | $1,894+111.6% | $2,521+58.9% | $2,440+64.3% |
| Participant deferral / active EE | $7,948 | $3,270+143.1% | $4,049+96.3% | $3,607+120.3% |
| Admin fee / account holder | $16,720 | $5,055+230.8% | $7,497+123.0% | $5,124+226.3% |