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 | $81,414 | $109,413-25.6% | $156,263-47.9% | $84,808-4.0% |
| Participation rate | 92.6% | 72.7%+19.9pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 25.57% | 20.18%+5.4pp | 59.47%-33.9pp | 40.90%-15.3pp |
| Employer contribution / active EE | $5,952 | $2,907+104.8% | $4,333+37.4% | $2,631+126.2% |
| Participant deferral / active EE | $12,506 | $4,590+172.5% | $6,158+103.1% | $4,212+196.9% |
| Admin fee / account holder | $4,902 | $9,357-47.6% | $14,255-65.6% | $7,344-33.3% |