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 | $107,259 | $83,477+28.5% | $125,175-14.3% | $72,985+47.0% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.5%+27.4pp |
| Annual return | 19.33% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $5,448 | $2,345+132.3% | $3,865+40.9% | $2,440+123.3% |
| Participant deferral / active EE | $10,984 | $3,585+206.4% | $4,937+122.5% | $3,607+204.5% |
| Admin fee / account holder | $2,475 | $5,517-55.1% | $9,702-74.5% | $5,124-51.7% |