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 | $125,764 | $74,927+67.8% | $101,794+23.5% | $84,808+48.3% |
| Participation rate | 80.4% | 61.4%+19.0pp | 69.2%+11.2pp | 68.3%+12.1pp |
| Annual return | 16.25% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,587 | $1,522+135.7% | $2,289+56.7% | $2,631+36.4% |
| Participant deferral / active EE | $8,000 | $3,099+158.1% | $4,084+95.9% | $4,212+89.9% |
| Admin fee / account holder | $4,368 | $6,514-32.9% | $8,777-50.2% | $7,344-40.5% |