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 | $154,982 | $99,159+56.3% | - | $167,490-7.5% |
| Participation rate | 94.4% | 69.9%+24.5pp | - | 82.1%+12.3pp |
| Annual return | 18.99% | 15.94%+3.0pp | - | 478.56%-459.6pp |
| Employer contribution / active EE | $14,569 | $3,061+375.9% | - | $4,837+201.2% |
| Participant deferral / active EE | $7,748 | $4,624+67.6% | - | $6,341+22.2% |
| Admin fee / account holder | $13,497 | $3,125+331.9% | - | $12,309+9.7% |