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 | $203,896 | $176,056+15.8% | $159,436+27.9% | $167,490+21.7% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 11.65% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $6,122 | $5,297+15.6% | $4,829+26.8% | $4,837+26.6% |
| Participant deferral / active EE | $8,400 | $7,750+8.4% | $7,352+14.3% | $6,341+32.5% |
| Admin fee / account holder | $18,618 | $12,554+48.3% | $10,799+72.4% | $12,309+51.3% |