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 8-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 | $122,984 | $109,881+11.9% | $150,045-18.0% | $84,808+45.0% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 20.09% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $7,194 | $3,561+102.0% | $4,693+53.3% | $2,631+173.4% |
| Participant deferral / active EE | $16,774 | $6,636+152.8% | $7,997+109.8% | $4,212+298.3% |
| Admin fee / account holder | $18,097 | $8,568+111.2% | $13,435+34.7% | $7,344+146.4% |