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 | $189,702 | $201,272-5.7% | $184,203+3.0% | $145,922+30.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 16.77% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,430 | $7,022+34.3% | $6,427+46.7% | $4,660+102.4% |
| Participant deferral / active EE | $16,015 | $9,806+63.3% | $9,131+75.4% | $6,688+139.5% |
| Admin fee / account holder | $43,969 | $16,364+168.7% | $13,901+216.3% | $13,397+228.2% |