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 | $97,872 | $51,175+91.3% | $70,515+38.8% | $75,163+30.2% |
| Participation rate | 81.2% | 60.9%+20.2pp | 68.3%+12.8pp | 67.2%+14.0pp |
| Annual return | 17.97% | 30.02%-12.1pp | 32.77%-14.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,806 | $1,826+163.2% | $2,973+61.6% | $2,670+80.0% |
| Participant deferral / active EE | $11,559 | $2,849+305.7% | $4,567+153.1% | $4,125+180.2% |
| Admin fee / account holder | $5,144 | $4,091+25.8% | $6,412-19.8% | $5,651-9.0% |