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 | $102,665 | $57,016+80.1% | $84,966+20.8% | $80,856+27.0% |
| Participation rate | 90.9% | 56.3%+34.6pp | 67.5%+23.4pp | 67.6%+23.3pp |
| Annual return | 13.36% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $14,105 | $1,798+684.6% | $2,727+417.2% | $2,755+412.0% |
| Participant deferral / active EE | $10,188 | $3,110+227.6% | $4,519+125.4% | $4,296+137.2% |
| Admin fee / account holder | $4,181 | $4,980-16.0% | $6,149-32.0% | $6,918-39.6% |