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 | $114,386 | $125,758-9.0% | $169,993-32.7% | $75,163+52.2% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.0%+5.1pp | 67.2%+24.9pp |
| Annual return | 14.27% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,493 | $4,615+19.0% | $6,785-19.0% | $2,670+105.8% |
| Participant deferral / active EE | $10,193 | $6,837+49.1% | $10,408-2.1% | $4,125+147.1% |
| Admin fee / account holder | $7,610 | $8,173-6.9% | $12,815-40.6% | $5,651+34.7% |