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 | $167,190 | $106,515+57.0% | $96,683+72.9% | $139,434+19.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 18.01% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $12,057 | $4,103+193.9% | $3,737+222.7% | $4,751+153.8% |
| Participant deferral / active EE | $6,426 | $5,454+17.8% | $4,878+31.7% | $6,710-4.2% |
| Admin fee / account holder | $2,972 | $7,877-62.3% | $6,730-55.8% | $11,403-73.9% |