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 | $138,100 | $93,571+47.6% | $135,903+1.6% | $75,163+83.7% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+30.0pp |
| Annual return | 22.99% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $5,945 | $3,537+68.1% | $4,856+22.4% | $2,670+122.7% |
| Participant deferral / active EE | $8,492 | $6,404+32.6% | $7,758+9.5% | $4,125+105.9% |
| Admin fee / account holder | $1,683 | $6,975-75.9% | $10,762-84.4% | $5,651-70.2% |