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 | $164,670 | $109,881+49.9% | $150,045+9.7% | $84,808+94.2% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 14.67% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,997 | $3,561-15.9% | $4,693-36.2% | $2,631+13.9% |
| Participant deferral / active EE | $9,356 | $6,636+41.0% | $7,997+17.0% | $4,212+122.2% |
| Admin fee / account holder | $10,608 | $8,568+23.8% | $13,435-21.0% | $7,344+44.4% |