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 | $143,277 | $91,552+56.5% | $133,956+7.0% | $79,858+79.4% |
| Participation rate | 79.6% | 73.3%+6.3pp | 79.8%-0.2pp | 69.6%+10.0pp |
| Annual return | 18.98% | 61.85%-42.9pp | 45.09%-26.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,258 | $2,384+36.7% | $3,919-16.9% | $2,471+31.9% |
| Participant deferral / active EE | $9,162 | $3,733+145.4% | $5,048+81.5% | $3,740+145.0% |
| Admin fee / account holder | $1,385 | $6,321-78.1% | $8,927-84.5% | $5,306-73.9% |