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 | $90,760 | $86,929+4.4% | $102,423-11.4% | $80,856+12.2% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 25.66% | 18.88%+6.8pp | 29.32%-3.7pp | 35.59%-9.9pp |
| Employer contribution / active EE | $3,525 | $2,369+48.8% | $3,023+16.6% | $2,755+27.9% |
| Participant deferral / active EE | $7,699 | $4,118+86.9% | $5,053+52.4% | $4,296+79.2% |
| Admin fee / account holder | $27,845 | $8,049+245.9% | $9,451+194.6% | $6,918+302.5% |