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 | $80,203 | $78,672+1.9% | $109,143-26.5% | $85,850-6.6% |
| Participation rate | 95.7% | 68.3%+27.5pp | 75.9%+19.9pp | 69.3%+26.4pp |
| Annual return | 14.84% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $6,074 | $2,735+122.1% | $3,722+63.2% | $2,565+136.8% |
| Participant deferral / active EE | $6,895 | $3,467+98.9% | $4,653+48.2% | $3,952+74.5% |
| Admin fee / account holder | $3,191 | $5,469-41.7% | $6,752-52.7% | $6,260-49.0% |