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 | $97,499 | $60,892+60.1% | $82,389+18.3% | $84,808+15.0% |
| Participation rate | 83.3% | 63.3%+20.1pp | 69.5%+13.8pp | 68.3%+15.0pp |
| Annual return | 18.09% | 37.29%-19.2pp | 28.67%-10.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,284 | $1,779+84.5% | $2,517+30.5% | $2,631+24.8% |
| Participant deferral / active EE | $6,139 | $3,179+93.1% | $4,155+47.8% | $4,212+45.8% |
| Admin fee / account holder | $1,263 | $5,467-76.9% | $7,231-82.5% | $7,344-82.8% |