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 | $87,966 | $127,065-30.8% | $113,168-22.3% | $142,382-38.2% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 13.22% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.9pp |
| Employer contribution / active EE | $7,471 | $3,442+117.0% | $2,975+151.1% | $4,299+73.8% |
| Participant deferral / active EE | $3,518 | $5,716-38.5% | $5,107-31.1% | $6,507-45.9% |
| Admin fee / account holder | $829 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |