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 | $132,858 | $109,881+20.9% | $150,045-11.5% | $84,808+56.7% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 18.17% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,511 | $3,561+26.7% | $4,693-3.9% | $2,631+71.4% |
| Participant deferral / active EE | $10,005 | $6,636+50.8% | $7,997+25.1% | $4,212+137.6% |
| Admin fee / account holder | $11,760 | $8,568+37.2% | $13,435-12.5% | $7,344+60.1% |