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 | $211,963 | $177,572+19.4% | $154,803+36.9% | $142,382+48.9% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 18.78% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $14,474 | $4,810+200.9% | $4,305+236.2% | $4,299+236.7% |
| Participant deferral / active EE | $7,116 | $6,272+13.5% | $5,540+28.4% | $6,507+9.4% |
| Admin fee / account holder | $15,763 | $16,786-6.1% | $14,329+10.0% | $12,624+24.9% |