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 8-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 | $109,708 | $109,881-0.2% | $150,045-26.9% | $84,808+29.4% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 28.37% | 28.25%+0.1pp | 62.55%-34.2pp | 40.90%-12.5pp |
| Employer contribution / active EE | $14,980 | $3,561+320.6% | $4,693+219.2% | $2,631+469.4% |
| Participant deferral / active EE | $10,725 | $6,636+61.6% | $7,997+34.1% | $4,212+154.7% |
| Admin fee / account holder | $663 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |