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 | $95,164 | $49,915+90.7% | $154,803-38.5% | $74,304+28.1% |
| Participation rate | 98.1% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 15.98% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $7,519 | $1,611+366.7% | $4,305+74.7% | $2,241+235.5% |
| Participant deferral / active EE | $10,118 | $2,255+348.8% | $5,540+82.6% | $3,767+168.6% |
| Admin fee / account holder | $4,899 | $2,189+123.8% | $14,329-65.8% | $2,969+65.0% |