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 | $127,028 | $74,927+69.5% | $101,794+24.8% | $84,808+49.8% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.2%+14.7pp | 68.3%+15.6pp |
| Annual return | 13.30% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,296 | $1,522+116.6% | $2,289+44.0% | $2,631+25.3% |
| Participant deferral / active EE | $6,101 | $3,099+96.9% | $4,084+49.4% | $4,212+44.9% |
| Admin fee / account holder | $12,860 | $6,514+97.4% | $8,777+46.5% | $7,344+75.1% |