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 | $143,523 | $124,281+15.5% | $109,143+31.5% | $167,490-14.3% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 10.30% | 26.04%-15.7pp | 25.75%-15.4pp | 478.56%-468.3pp |
| Employer contribution / active EE | $18,122 | $4,207+330.7% | $3,722+386.9% | $4,837+274.6% |
| Participant deferral / active EE | $8,899 | $5,255+69.3% | $4,653+91.3% | $6,341+40.3% |
| Admin fee / account holder | $1,281 | $7,970-83.9% | $6,752-81.0% | $12,309-89.6% |