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 | $93,427 | $95,803-2.5% | $113,168-17.4% | $84,808+10.2% |
| Participation rate | 88.5% | 72.9%+15.6pp | 76.6%+11.9pp | 68.3%+20.2pp |
| Annual return | 34.75% | 25.00%+9.7pp | 24.27%+10.5pp | 40.90%-6.1pp |
| Employer contribution / active EE | $5,263 | $2,360+123.0% | $2,975+76.9% | $2,631+100.0% |
| Participant deferral / active EE | $9,795 | $4,242+130.9% | $5,107+91.8% | $4,212+132.6% |
| Admin fee / account holder | $1,793 | $8,989-80.1% | $12,068-85.1% | $7,344-75.6% |