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 | $99,025 | $153,772-35.6% | $133,980-26.1% | $273,961-63.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.56% | 36.51%-27.0pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $9,667 | $6,029+60.3% | $5,211+85.5% | $4,869+98.5% |
| Participant deferral / active EE | $11,887 | $6,958+70.8% | $6,282+89.2% | $5,287+124.8% |
| Admin fee / account holder | $15,247 | $11,765+29.6% | $9,324+63.5% | $10,132+50.5% |