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 | $123,690 | $68,719+80.0% | $91,541+35.1% | $84,808+45.8% |
| Participation rate | 96.2% | 64.5%+31.6pp | 69.8%+26.4pp | 68.3%+27.8pp |
| Annual return | 14.77% | 19.12%-4.4pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $9,812 | $1,920+411.1% | $2,505+291.8% | $2,631+273.0% |
| Participant deferral / active EE | $9,909 | $3,136+216.0% | $4,008+147.2% | $4,212+135.3% |
| Admin fee / account holder | $9,274 | $5,786+60.3% | $6,956+33.3% | $7,344+26.3% |