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 | $82,053 | $72,277+13.5% | $101,248-19.0% | $79,858+2.7% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 11.90% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $10,412 | $2,692+286.8% | $3,660+184.5% | $2,471+321.4% |
| Participant deferral / active EE | $4,138 | $3,282+26.1% | $4,370-5.3% | $3,740+10.6% |
| Admin fee / account holder | $2,941 | $4,400-33.2% | $5,945-50.5% | $5,306-44.6% |