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 | $124,626 | $85,022+46.6% | $70,515+76.7% | $139,434-10.6% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 18.86% | 30.38%-11.5pp | 32.77%-13.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,344 | $3,909+62.3% | $2,973+113.3% | $4,751+33.5% |
| Participant deferral / active EE | $17,115 | $5,890+190.6% | $4,567+274.8% | $6,710+155.1% |
| Admin fee / account holder | $755 | $8,906-91.5% | $6,412-88.2% | $11,403-93.4% |