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 | $55,506 | $80,673-31.2% | $101,326-45.2% | $84,808-34.6% |
| Participation rate | 91.6% | 77.8%+13.8pp | 81.5%+10.1pp | 68.3%+23.3pp |
| Annual return | 32.47% | 38.95%-6.5pp | 36.82%-4.3pp | 40.90%-8.4pp |
| Employer contribution / active EE | $3,399 | $2,698+26.0% | $3,665-7.3% | $2,631+29.2% |
| Participant deferral / active EE | $8,516 | $6,840+24.5% | $7,994+6.5% | $4,212+102.2% |
| Admin fee / account holder | $2,150 | $12,784-83.2% | $11,185-80.8% | $7,344-70.7% |