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 | $118,665 | $109,881+8.0% | $150,045-20.9% | $84,808+39.9% |
| Participation rate | 90.7% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 16.93% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,664 | $3,561+87.1% | $4,693+42.0% | $2,631+153.3% |
| Participant deferral / active EE | $15,459 | $6,636+133.0% | $7,997+93.3% | $4,212+267.1% |
| Admin fee / account holder | $22,341 | $8,568+160.7% | $13,435+66.3% | $7,344+204.2% |