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 | $124,627 | $78,672+58.4% | $109,143+14.2% | $85,850+45.2% |
| Participation rate | 93.5% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.2pp |
| Annual return | 25.24% | 25.09%+0.2pp | 25.75%-0.5pp | 318.53%-293.3pp |
| Employer contribution / active EE | $8,065 | $2,735+194.9% | $3,722+116.7% | $2,565+214.4% |
| Participant deferral / active EE | $3,160 | $3,467-8.9% | $4,653-32.1% | $3,952-20.0% |
| Admin fee / account holder | $5,561 | $5,469+1.7% | $6,752-17.6% | $6,260-11.2% |