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 | $141,023 | $66,402+112.4% | $109,895+28.3% | $85,850+64.3% |
| Participation rate | 96.2% | 63.9%+32.3pp | 74.2%+21.9pp | 69.3%+26.8pp |
| Annual return | 20.41% | 19.59%+0.8pp | 29.45%-9.0pp | 318.53%-298.1pp |
| Employer contribution / active EE | $4,451 | $1,687+163.8% | $2,842+56.6% | $2,565+73.5% |
| Participant deferral / active EE | $4,912 | $2,842+72.8% | $4,048+21.3% | $3,952+24.3% |
| Admin fee / account holder | $16,878 | $4,557+270.4% | $6,066+178.2% | $6,260+169.6% |