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 | $173,108 | $201,272-14.0% | $184,203-6.0% | $145,922+18.6% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 14.67% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $9,171 | $7,022+30.6% | $6,427+42.7% | $4,660+96.8% |
| Participant deferral / active EE | $14,133 | $9,806+44.1% | $9,131+54.8% | $6,688+111.3% |
| Admin fee / account holder | $24,346 | $16,364+48.8% | $13,901+75.1% | $13,397+81.7% |