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 | $126,329 | $99,341+27.2% | $84,750+49.1% | $273,961-53.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.03% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,812 | $4,214+132.8% | $3,574+174.5% | $4,869+101.5% |
| Participant deferral / active EE | $4,543 | $4,269+6.4% | $3,712+22.4% | $5,287-14.1% |
| Admin fee / account holder | $10,971 | $6,644+65.1% | $5,332+105.8% | $10,132+8.3% |