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 | $90,676 | $60,892+48.9% | $82,389+10.1% | $84,808+6.9% |
| Participation rate | 80.6% | 63.3%+17.3pp | 69.5%+11.0pp | 68.3%+12.2pp |
| Annual return | 16.26% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,519 | $1,779+154.0% | $2,517+79.5% | $2,631+71.7% |
| Participant deferral / active EE | $6,863 | $3,179+115.9% | $4,155+65.2% | $4,212+62.9% |
| Admin fee / account holder | $12,531 | $5,467+129.2% | $7,231+73.3% | $7,344+70.6% |