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 | $202,173 | $110,261+83.4% | $95,745+111.2% | $139,434+45.0% |
| Participation rate | 94.7% | 75.8%+19.0pp | 72.3%+22.5pp | 80.3%+14.4pp |
| Annual return | 17.96% | 27.11%-9.2pp | 28.35%-10.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $6,341 | $3,257+94.7% | $2,835+123.7% | $4,751+33.5% |
| Participant deferral / active EE | $14,853 | $4,676+217.7% | $4,245+249.9% | $6,710+121.4% |
| Admin fee / account holder | $81,841 | $6,613+1137.5% | $5,678+1341.4% | $11,403+617.7% |