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 | $154,641 | $117,381+31.7% | $99,443+55.5% | $152,861+1.2% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 30.51% | 31.87%-1.4pp | 30.72%-0.2pp | 345.32%-314.8pp |
| Employer contribution / active EE | $6,490 | $3,013+115.4% | $2,540+155.5% | $4,762+36.3% |
| Participant deferral / active EE | $4,667 | $4,086+14.2% | $3,619+29.0% | $5,850-20.2% |
| Admin fee / account holder | $683 | $7,631-91.0% | $6,250-89.1% | $11,596-94.1% |