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 9-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 | $121,820 | $109,413+11.3% | $156,263-22.0% | $84,808+43.6% |
| Participation rate | 94.9% | 72.7%+22.2pp | 78.9%+16.0pp | 68.3%+26.6pp |
| Annual return | 16.65% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,368 | $2,907+153.5% | $4,333+70.0% | $2,631+180.0% |
| Participant deferral / active EE | $15,799 | $4,590+244.2% | $6,158+156.5% | $4,212+275.1% |
| Admin fee / account holder | $2,021 | $9,357-78.4% | $14,255-85.8% | $7,344-72.5% |