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 | $124,076 | $51,175+142.5% | $70,515+76.0% | $75,163+65.1% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 16.66% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $5,861 | $1,826+221.0% | $2,973+97.1% | $2,670+119.5% |
| Participant deferral / active EE | $3,333 | $2,849+17.0% | $4,567-27.0% | $4,125-19.2% |
| Admin fee / account holder | $8,697 | $4,091+112.6% | $6,412+35.6% | $5,651+53.9% |