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 5-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 | $119,238 | $109,881+8.5% | $150,045-20.5% | $84,808+40.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 34.25% | 28.25%+6.0pp | 62.55%-28.3pp | 40.90%-6.6pp |
| Employer contribution / active EE | $11,653 | $3,561+227.2% | $4,693+148.3% | $2,631+342.9% |
| Participant deferral / active EE | $16,665 | $6,636+151.1% | $7,997+108.4% | $4,212+295.7% |
| Admin fee / account holder | $4,385 | $8,568-48.8% | $13,435-67.4% | $7,344-40.3% |