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 | $81,517 | $48,230+69.0% | $67,502+20.8% | $80,856+0.8% |
| Participation rate | 90.3% | 66.4%+24.0pp | 72.9%+17.4pp | 67.6%+22.7pp |
| Annual return | 12.72% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $9,312 | $2,020+361.1% | $2,731+241.0% | $2,755+238.0% |
| Participant deferral / active EE | $3,040 | $2,924+4.0% | $4,000-24.0% | $4,296-29.2% |
| Admin fee / account holder | $2,732 | $3,681-25.8% | $3,998-31.7% | $6,918-60.5% |