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 9-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 | $180,612 | $93,571+93.0% | $135,903+32.9% | $75,163+140.3% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 23.70% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $6,163 | $3,537+74.3% | $4,856+26.9% | $2,670+130.8% |
| Participant deferral / active EE | $6,285 | $6,404-1.9% | $7,758-19.0% | $4,125+52.4% |
| Admin fee / account holder | $13,426 | $6,975+92.5% | $10,762+24.8% | $5,651+137.6% |