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 | $109,490 | $93,571+17.0% | $135,903-19.4% | $75,163+45.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 16.34% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,819 | $3,537-20.3% | $4,856-41.9% | $2,670+5.6% |
| Participant deferral / active EE | $8,427 | $6,404+31.6% | $7,758+8.6% | $4,125+104.3% |
| Admin fee / account holder | $14,739 | $6,975+111.3% | $10,762+37.0% | $5,651+160.8% |