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 | $151,959 | $114,381+32.9% | $107,525+41.3% | $142,382+6.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 13.12% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $7,697 | $4,015+91.7% | $3,754+105.1% | $4,299+79.0% |
| Participant deferral / active EE | $14,083 | $5,564+153.1% | $5,116+175.3% | $6,507+116.4% |
| Admin fee / account holder | $15,256 | $9,860+54.7% | $8,919+71.1% | $12,624+20.9% |