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 | $143,649 | $110,257+30.3% | $96,544+48.8% | $139,434+3.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 23.38% | 26.32%-2.9pp | 25.84%-2.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $7,412 | $3,620+104.8% | $2,965+150.0% | $4,751+56.0% |
| Participant deferral / active EE | $9,063 | $5,548+63.4% | $4,851+86.8% | $6,710+35.1% |
| Admin fee / account holder | $571 | $11,591-95.1% | $8,252-93.1% | $11,403-95.0% |