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 | $92,795 | $80,717+15.0% | $154,803-40.1% | $84,808+9.4% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.2pp | 68.3%+28.9pp |
| Annual return | 18.02% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,892 | $2,761+77.2% | $4,305+13.6% | $2,631+85.9% |
| Participant deferral / active EE | $5,494 | $3,303+66.3% | $5,540-0.8% | $4,212+30.4% |
| Admin fee / account holder | $3,537 | $6,746-47.6% | $14,329-75.3% | $7,344-51.8% |