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 5-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 | $119,310 | $93,571+27.5% | $135,903-12.2% | $75,163+58.7% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 15.82% | 30.90%-15.1pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,574 | $3,537-27.2% | $4,856-47.0% | $2,670-3.6% |
| Participant deferral / active EE | $9,425 | $6,404+47.2% | $7,758+21.5% | $4,125+128.5% |
| Admin fee / account holder | $16,116 | $6,975+131.0% | $10,762+49.7% | $5,651+185.2% |