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 | $95,089 | $55,706+70.7% | $75,886+25.3% | $72,985+30.3% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.3%+5.0pp | 69.5%+4.8pp |
| Annual return | 20.96% | 27.59%-6.6pp | 30.76%-9.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,359 | $1,687+99.2% | $2,500+34.3% | $2,440+37.7% |
| Participant deferral / active EE | $8,266 | $2,634+213.8% | $3,603+129.4% | $3,607+129.1% |
| Admin fee / account holder | $19,463 | $3,978+389.2% | $5,418+259.2% | $5,124+279.8% |