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 | $118,078 | $45,073+162.0% | $69,455+70.0% | $72,985+61.8% |
| Participation rate | 93.5% | 68.5%+25.0pp | 74.6%+18.9pp | 69.5%+24.0pp |
| Annual return | 6.26% | 22.65%-16.4pp | 28.97%-22.7pp | 81.00%-74.7pp |
| Employer contribution / active EE | $6,541 | $2,054+218.5% | $2,779+135.4% | $2,440+168.1% |
| Participant deferral / active EE | $7,389 | $2,602+184.0% | $3,535+109.0% | $3,607+104.8% |
| Admin fee / account holder | $16,944 | $3,056+454.5% | $3,839+341.3% | $5,124+230.7% |