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 | $156,338 | $60,022+160.5% | $88,946+75.8% | $84,808+84.3% |
| Participation rate | 83.9% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.6pp |
| Annual return | 14.03% | 22.43%-8.4pp | 57.82%-43.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,415 | $1,703+100.6% | $2,555+33.7% | $2,631+29.8% |
| Participant deferral / active EE | $10,539 | $3,114+238.5% | $4,581+130.0% | $4,212+150.2% |
| Admin fee / account holder | $60,985 | $4,811+1167.6% | $8,261+638.2% | $7,344+730.4% |