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 | $97,845 | $95,803+2.1% | $113,168-13.5% | $84,808+15.4% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 13.29% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,768 | $2,360+102.1% | $2,975+60.3% | $2,631+81.2% |
| Participant deferral / active EE | $6,650 | $4,242+56.8% | $5,107+30.2% | $4,212+57.9% |
| Admin fee / account holder | $12,590 | $8,989+40.1% | $12,068+4.3% | $7,344+71.4% |