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 | $124,758 | $101,724+22.6% | $164,813-24.3% | $80,856+54.3% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 14.59% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $7,971 | $2,953+169.9% | $4,341+83.6% | $2,755+189.4% |
| Participant deferral / active EE | $3,046 | $4,477-32.0% | $6,031-49.5% | $4,296-29.1% |
| Admin fee / account holder | $30,165 | $8,227+266.6% | $12,690+137.7% | $6,918+336.0% |