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 | $82,491 | $63,764+29.4% | $81,930+0.7% | $79,858+3.3% |
| Participation rate | 97.5% | 67.5%+30.0pp | 72.0%+25.5pp | 69.6%+27.9pp |
| Annual return | 14.53% | 22.66%-8.1pp | 29.49%-15.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,302 | $1,795+83.9% | $4,310-23.4% | $2,471+33.6% |
| Participant deferral / active EE | $8,606 | $2,780+209.5% | $7,107+21.1% | $3,740+130.1% |
| Admin fee / account holder | $11,299 | $4,426+155.3% | $5,158+119.1% | $5,306+112.9% |