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 | $62,126 | $77,503-19.8% | $100,391-38.1% | $80,856-23.2% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.6%+17.4pp |
| Annual return | 26.18% | 37.20%-11.0pp | 49.20%-23.0pp | 35.59%-9.4pp |
| Employer contribution / active EE | $5,295 | $2,801+89.1% | $3,942+34.3% | $2,755+92.2% |
| Participant deferral / active EE | $12,003 | $6,820+76.0% | $8,082+48.5% | $4,296+179.4% |
| Admin fee / account holder | $13,891 | $5,897+135.6% | $7,899+75.9% | $6,918+100.8% |