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 | $133,299 | $103,376+28.9% | $87,100+53.0% | $152,861-12.8% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.9%+16.5pp | 82.4%+10.9pp |
| Annual return | 19.76% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,787 | $3,220+17.6% | $2,521+50.2% | $4,762-20.5% |
| Participant deferral / active EE | $7,082 | $4,778+48.2% | $4,049+74.9% | $5,850+21.0% |
| Admin fee / account holder | $1,601 | $12,205-86.9% | $7,497-78.6% | $11,596-86.2% |