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 | $92,357 | $58,512+57.8% | $84,015+9.9% | $72,985+26.5% |
| Participation rate | 87.8% | 61.2%+26.6pp | 69.0%+18.8pp | 69.5%+18.3pp |
| Annual return | 20.14% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $6,772 | $1,163+482.3% | $1,983+241.4% | $2,440+177.6% |
| Participant deferral / active EE | $5,226 | $2,394+118.3% | $3,239+61.4% | $3,607+44.9% |
| Admin fee / account holder | $501 | $4,569-89.0% | $6,101-91.8% | $5,124-90.2% |