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 | $126,613 | $56,897+122.5% | $84,750+49.4% | $62,891+101.3% |
| Participation rate | 98.9% | 68.5%+30.3pp | 76.6%+22.3pp | 69.3%+29.5pp |
| Annual return | 9.81% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,600 | $2,400+50.0% | $3,574+0.7% | $2,281+57.9% |
| Participant deferral / active EE | $5,365 | $2,709+98.0% | $3,712+44.5% | $3,203+67.5% |
| Admin fee / account holder | $9,142 | $3,581+155.3% | $5,332+71.5% | $4,296+112.8% |