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 | $116,801 | $201,272-42.0% | $184,203-36.6% | $145,922-20.0% |
| Participation rate | 95.7% | 87.5%+8.2pp | 86.8%+8.8pp | 80.3%+15.4pp |
| Annual return | 38.12% | 29.00%+9.1pp | 28.81%+9.3pp | 561.29%-523.2pp |
| Employer contribution / active EE | $6,174 | $7,022-12.1% | $6,427-3.9% | $4,660+32.5% |
| Participant deferral / active EE | $10,309 | $9,806+5.1% | $9,131+12.9% | $6,688+54.2% |
| Admin fee / account holder | $2,935 | $16,364-82.1% | $13,901-78.9% | $13,397-78.1% |