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 | $127,220 | $109,881+15.8% | $150,045-15.2% | $84,808+50.0% |
| Participation rate | 96.1% | 76.1%+20.0pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 20.68% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $5,076 | $3,561+42.5% | $4,693+8.2% | $2,631+92.9% |
| Participant deferral / active EE | $10,891 | $6,636+64.1% | $7,997+36.2% | $4,212+158.6% |
| Admin fee / account holder | $3,435 | $8,568-59.9% | $13,435-74.4% | $7,344-53.2% |