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 | $97,077 | $109,413-11.3% | $156,263-37.9% | $84,808+14.5% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 16.02% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,678 | $2,907+129.7% | $4,333+54.1% | $2,631+153.8% |
| Participant deferral / active EE | $10,336 | $4,590+125.2% | $6,158+67.8% | $4,212+145.4% |
| Admin fee / account holder | $38,951 | $9,357+316.3% | $14,255+173.3% | $7,344+430.4% |