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 | $180,944 | $159,602+13.4% | $150,045+20.6% | $142,382+27.1% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 15.43% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $12,736 | $4,961+156.7% | $4,693+171.4% | $4,299+196.2% |
| Participant deferral / active EE | $6,895 | $8,310-17.0% | $7,997-13.8% | $6,507+6.0% |
| Admin fee / account holder | $3,025 | $14,846-79.6% | $13,435-77.5% | $12,624-76.0% |