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 | $87,359 | $81,460+7.2% | $103,333-15.5% | $80,856+8.0% |
| Participation rate | 95.5% | 66.8%+28.6pp | 74.5%+20.9pp | 67.6%+27.8pp |
| Annual return | 13.24% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $6,290 | $3,105+102.6% | $3,868+62.6% | $2,755+128.3% |
| Participant deferral / active EE | $6,211 | $3,869+60.5% | $5,057+22.8% | $4,296+44.6% |
| Admin fee / account holder | $439 | $6,566-93.3% | $8,355-94.7% | $6,918-93.7% |