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 | $70,675 | $109,881-35.7% | $150,045-52.9% | $84,808-16.7% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 25.08% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $6,076 | $3,561+70.6% | $4,693+29.5% | $2,631+130.9% |
| Participant deferral / active EE | $9,058 | $6,636+36.5% | $7,997+13.3% | $4,212+115.1% |
| Admin fee / account holder | $8,915 | $8,568+4.1% | $13,435-33.6% | $7,344+21.4% |