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 | $130,830 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 18.30% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $10,917 | $6,841+59.6% | $6,419+70.1% | $4,299+153.9% |
| Participant deferral / active EE | $14,765 | $9,865+49.7% | $9,331+58.2% | $6,507+126.9% |
| Admin fee / account holder | $18,468 | $17,692+4.4% | $16,305+13.3% | $12,624+46.3% |