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 | $143,569 | $93,170+54.1% | $100,534+42.8% | $84,808+69.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 80.6%+15.5pp | 68.3%+27.8pp |
| Annual return | 21.23% | 47.13%-25.9pp | 32.66%-11.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $5,663 | $3,985+42.1% | $4,346+30.3% | $2,631+115.2% |
| Participant deferral / active EE | $16,192 | $5,699+184.1% | $6,144+163.5% | $4,212+284.5% |
| Admin fee / account holder | $1,346 | $7,382-81.8% | $7,654-82.4% | $7,344-81.7% |