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 | $134,673 | $74,927+79.7% | $101,794+32.3% | $84,808+58.8% |
| Participation rate | 94.6% | 61.4%+33.2pp | 69.2%+25.4pp | 68.3%+26.3pp |
| Annual return | 13.94% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $6,439 | $1,522+323.1% | $2,289+181.3% | $2,631+144.7% |
| Participant deferral / active EE | $6,607 | $3,099+113.2% | $4,084+61.8% | $4,212+56.9% |
| Admin fee / account holder | $10,403 | $6,514+59.7% | $8,777+18.5% | $7,344+41.7% |