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 | $121,312 | $65,365+85.6% | $92,893+30.6% | $72,985+66.2% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 26.71% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $9,338 | $2,594+260.0% | $3,653+155.6% | $2,440+282.7% |
| Participant deferral / active EE | $5,159 | $3,128+64.9% | $4,236+21.8% | $3,607+43.0% |
| Admin fee / account holder | $9,457 | $4,251+122.4% | $5,794+63.2% | $5,124+84.6% |