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 | $134,831 | $86,286+56.3% | $111,297+21.1% | $85,850+57.1% |
| Participation rate | 92.2% | 73.3%+18.9pp | 77.3%+14.9pp | 69.3%+22.9pp |
| Annual return | 15.38% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,306 | $2,043+12.9% | $2,731-15.5% | $2,565-10.1% |
| Participant deferral / active EE | $7,546 | $3,641+107.3% | $4,487+68.2% | $3,952+91.0% |
| Admin fee / account holder | $3,686 | $8,188-55.0% | $7,964-53.7% | $6,260-41.1% |