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 | $173,735 | $103,376+68.1% | $87,100+99.5% | $152,861+13.7% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 22.18% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,535 | $3,220+9.8% | $2,521+40.2% | $4,762-25.8% |
| Participant deferral / active EE | $7,961 | $4,778+66.6% | $4,049+96.6% | $5,850+36.1% |
| Admin fee / account holder | $6,222 | $12,205-49.0% | $7,497-17.0% | $11,596-46.3% |