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 | $132,073 | $109,881+20.2% | $150,045-12.0% | $84,808+55.7% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $10,346 | $3,561+190.5% | $4,693+120.5% | $2,631+293.3% |
| Participant deferral / active EE | $13,222 | $6,636+99.2% | $7,997+65.3% | $4,212+213.9% |
| Admin fee / account holder | $10,141 | $8,568+18.4% | $13,435-24.5% | $7,344+38.1% |