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 | $152,211 | $93,571+62.7% | $135,903+12.0% | $75,163+102.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 21.30% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $9,707 | $3,537+174.5% | $4,856+99.9% | $2,670+263.6% |
| Participant deferral / active EE | $11,685 | $6,404+82.5% | $7,758+50.6% | $4,125+183.3% |
| Admin fee / account holder | $25,430 | $6,975+264.6% | $10,762+136.3% | $5,651+350.0% |