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 | $82,543 | $65,365+26.3% | $92,893-11.1% | $72,985+13.1% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 20.30% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $6,172 | $2,594+137.9% | $3,653+69.0% | $2,440+153.0% |
| Participant deferral / active EE | $6,401 | $3,128+104.6% | $4,236+51.1% | $3,607+77.4% |
| Admin fee / account holder | $6,202 | $4,251+45.9% | $5,794+7.0% | $5,124+21.0% |