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 | $174,090 | $106,515+63.4% | $96,683+80.1% | $139,434+24.9% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.97% | 38.43%-18.5pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,935 | $4,103-4.1% | $3,737+5.3% | $4,751-17.2% |
| Participant deferral / active EE | $12,283 | $5,454+125.2% | $4,878+151.8% | $6,710+83.1% |
| Admin fee / account holder | $573 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |