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 9-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 | $201,874 | $109,881+83.7% | $150,045+34.5% | $84,808+138.0% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 14.88% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,874 | $3,561+8.8% | $4,693-17.5% | $2,631+47.2% |
| Participant deferral / active EE | $12,013 | $6,636+81.0% | $7,997+50.2% | $4,212+185.2% |
| Admin fee / account holder | $27,732 | $8,568+223.7% | $13,435+106.4% | $7,344+277.6% |