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 | $189,453 | $176,812+7.1% | $146,665+29.2% | $167,490+13.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.23% | 24.03%+10.2pp | 22.74%+11.5pp | 478.56%-444.3pp |
| Employer contribution / active EE | $5,427 | $5,160+5.2% | $4,136+31.2% | $4,837+12.2% |
| Participant deferral / active EE | $11,759 | $6,440+82.6% | $5,506+113.6% | $6,341+85.4% |
| Admin fee / account holder | $53,075 | $13,259+300.3% | $10,280+416.3% | $12,309+331.2% |