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 | $126,863 | $60,892+108.3% | $82,389+54.0% | $84,808+49.6% |
| Participation rate | 77.5% | 63.3%+14.2pp | 69.5%+8.0pp | 68.3%+9.2pp |
| Annual return | 16.14% | 37.29%-21.2pp | 28.67%-12.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4,886 | $1,779+174.6% | $2,517+94.1% | $2,631+85.7% |
| Participant deferral / active EE | $11,590 | $3,179+264.6% | $4,155+179.0% | $4,212+175.2% |
| Admin fee / account holder | $18,085 | $5,467+230.8% | $7,231+150.1% | $7,344+146.3% |