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 7-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 | $135,302 | $109,881+23.1% | $150,045-9.8% | $84,808+59.5% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $15,137 | $3,561+325.1% | $4,693+222.5% | $2,631+475.4% |
| Participant deferral / active EE | $18,748 | $6,636+182.5% | $7,997+134.4% | $4,212+345.1% |
| Admin fee / account holder | $12,640 | $8,568+47.5% | $13,435-5.9% | $7,344+72.1% |