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 | $189,074 | $165,335+14.4% | $149,696+26.3% | $158,922+19.0% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 9.65% | 348.15%-338.5pp | 276.60%-266.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $11,643 | $5,103+128.2% | $4,644+150.7% | $4,761+144.5% |
| Participant deferral / active EE | $8,941 | $7,181+24.5% | $6,842+30.7% | $5,982+49.5% |
| Admin fee / account holder | $3,627 | $10,807-66.4% | $9,309-61.0% | $11,246-67.7% |