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 | $118,930 | $238,490-50.1% | $180,183-34.0% | $142,382-16.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.76% | 33.56%-15.8pp | 27.86%-10.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,429 | $6,143+20.9% | $5,039+47.4% | $4,299+72.8% |
| Participant deferral / active EE | $5,800 | $7,996-27.5% | $6,822-15.0% | $6,507-10.9% |
| Admin fee / account holder | $1,892 | $28,866-93.4% | $19,975-90.5% | $12,624-85.0% |