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 | $120,075 | $67,606+77.6% | $82,313+45.9% | $70,131+71.2% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 20.84% | 21.57%-0.7pp | 25.88%-5.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $5,096 | $1,755+190.4% | $2,428+109.9% | $2,342+117.6% |
| Participant deferral / active EE | $5,053 | $2,987+69.2% | $3,706+36.3% | $3,332+51.7% |
| Admin fee / account holder | $1,699 | $4,512-62.3% | $5,608-69.7% | $4,645-63.4% |