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 | $128,589 | $89,753+43.3% | $107,525+19.6% | $84,808+51.6% |
| Participation rate | 84.4% | 68.1%+16.3pp | 75.1%+9.3pp | 68.3%+16.1pp |
| Annual return | 19.45% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $9,216 | $3,113+196.0% | $3,754+145.5% | $2,631+250.3% |
| Participant deferral / active EE | $4,455 | $4,056+9.8% | $5,116-12.9% | $4,212+5.8% |
| Admin fee / account holder | $4,264 | $7,222-41.0% | $8,919-52.2% | $7,344-41.9% |