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 | $114,153 | $109,881+3.9% | $150,045-23.9% | $84,808+34.6% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,088 | $3,561+42.9% | $4,693+8.4% | $2,631+93.4% |
| Participant deferral / active EE | $9,019 | $6,636+35.9% | $7,997+12.8% | $4,212+114.1% |
| Admin fee / account holder | $865 | $8,568-89.9% | $13,435-93.6% | $7,344-88.2% |