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 | $119,851 | $89,698+33.6% | $103,476+15.8% | $80,856+48.2% |
| Participation rate | 92.9% | 76.0%+16.9pp | 80.5%+12.3pp | 67.6%+25.2pp |
| Annual return | 15.59% | 22.78%-7.2pp | 23.90%-8.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,235 | $4,018+55.2% | $4,672+33.5% | $2,755+126.3% |
| Participant deferral / active EE | $12,574 | $5,456+130.5% | $6,623+89.9% | $4,296+192.7% |
| Admin fee / account holder | $3,732 | $6,768-44.9% | $9,413-60.3% | $6,918-46.1% |