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 9-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 | $129,494 | $66,098+95.9% | $101,794+27.2% | $74,304+74.3% |
| Participation rate | 93.8% | 53.8%+40.1pp | 69.2%+24.6pp | 60.3%+33.5pp |
| Annual return | 15.22% | 19.59%-4.4pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $8,901 | $1,082+723.0% | $2,289+288.9% | $2,241+297.2% |
| Participant deferral / active EE | $7,681 | $2,781+176.2% | $4,084+88.1% | $3,767+103.9% |
| Admin fee / account holder | $2,624 | $4,146-36.7% | $8,777-70.1% | $2,969-11.6% |