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 | $216,533 | $85,022+154.7% | $70,515+207.1% | $139,434+55.3% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 10.99% | 30.38%-19.4pp | 32.77%-21.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $12,206 | $3,909+212.3% | $2,973+310.5% | $4,751+156.9% |
| Participant deferral / active EE | $8,918 | $5,890+51.4% | $4,567+95.3% | $6,710+32.9% |
| Admin fee / account holder | $5,821 | $8,906-34.6% | $6,412-9.2% | $11,403-49.0% |