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 | $98,441 | $238,490-58.7% | $180,183-45.4% | $142,382-30.9% |
| Participation rate | 83.3% | 82.3%+1.1pp | 77.4%+5.9pp | 80.1%+3.2pp |
| Annual return | 14.48% | 33.56%-19.1pp | 27.86%-13.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,348 | $6,143-45.5% | $5,039-33.6% | $4,299-22.1% |
| Participant deferral / active EE | $6,495 | $7,996-18.8% | $6,822-4.8% | $6,507-0.2% |
| Admin fee / account holder | $47,600 | $28,866+64.9% | $19,975+138.3% | $12,624+277.1% |