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 | $54,299 | $46,553+16.6% | $64,056-15.2% | $75,163-27.8% |
| Participation rate | 92.1% | 65.9%+26.2pp | 72.3%+19.8pp | 67.2%+24.9pp |
| Annual return | 19.68% | 26.03%-6.4pp | 33.69%-14.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,566 | $1,974+131.4% | $2,747+66.3% | $2,670+71.0% |
| Participant deferral / active EE | $8,707 | $2,837+206.9% | $3,880+124.4% | $4,125+111.1% |
| Admin fee / account holder | $11,858 | $2,952+301.7% | $3,068+286.5% | $5,651+109.8% |