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 | $112,598 | $109,881+2.5% | $150,045-25.0% | $84,808+32.8% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 29.07% | 28.25%+0.8pp | 62.55%-33.5pp | 40.90%-11.8pp |
| Employer contribution / active EE | $6,224 | $3,561+74.8% | $4,693+32.6% | $2,631+136.6% |
| Participant deferral / active EE | $11,705 | $6,636+76.4% | $7,997+46.4% | $4,212+177.9% |
| Admin fee / account holder | $4,589 | $8,568-46.4% | $13,435-65.8% | $7,344-37.5% |