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 | $117,613 | $86,286+36.3% | $111,297+5.7% | $85,850+37.0% |
| Participation rate | 97.0% | 73.3%+23.6pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 19.28% | 19.99%-0.7pp | 54.65%-35.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $3,002 | $2,043+46.9% | $2,731+9.9% | $2,565+17.0% |
| Participant deferral / active EE | $7,703 | $3,641+111.6% | $4,487+71.7% | $3,952+94.9% |
| Admin fee / account holder | $3,579 | $8,188-56.3% | $7,964-55.1% | $6,260-42.8% |