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 | $135,569 | $109,881+23.4% | $150,045-9.6% | $84,808+59.9% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 42.56% | 28.25%+14.3pp | 62.55%-20.0pp | 40.90%+1.7pp |
| Employer contribution / active EE | $14,634 | $3,561+310.9% | $4,693+211.8% | $2,631+456.2% |
| Participant deferral / active EE | $2,919 | $6,636-56.0% | $7,997-63.5% | $4,212-30.7% |
| Admin fee / account holder | $5,434 | $8,568-36.6% | $13,435-59.6% | $7,344-26.0% |