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 | $231,758 | $159,602+45.2% | $150,045+54.5% | $142,382+62.8% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 16.32% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $14,393 | $4,961+190.1% | $4,693+206.7% | $4,299+234.8% |
| Participant deferral / active EE | $8,438 | $8,310+1.5% | $7,997+5.5% | $6,507+29.7% |
| Admin fee / account holder | $44,320 | $14,846+198.5% | $13,435+229.9% | $12,624+251.1% |