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 | $75,073 | $123,793-39.4% | $177,821-57.8% | $79,858-6.0% |
| Participation rate | 98.5% | 84.7%+13.8pp | 87.7%+10.7pp | 69.6%+28.8pp |
| Annual return | 34.09% | 22.82%+11.3pp | 48.32%-14.2pp | 31.71%+2.4pp |
| Employer contribution / active EE | $6,343 | $4,095+54.9% | $5,918+7.2% | $2,471+156.7% |
| Participant deferral / active EE | $13,177 | $5,956+121.2% | $7,714+70.8% | $3,740+252.3% |
| Admin fee / account holder | $2,384 | $7,243-67.1% | $12,427-80.8% | $5,306-55.1% |