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 | $136,932 | $89,355+53.2% | $141,162-3.0% | $72,985+87.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 26.73% | 111.85%-85.1pp | 71.39%-44.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $3,240 | $3,114+4.0% | $4,735-31.6% | $2,440+32.8% |
| Participant deferral / active EE | $10,614 | $5,418+95.9% | $6,709+58.2% | $3,607+194.2% |
| Admin fee / account holder | $603 | $5,958-89.9% | $10,261-94.1% | $5,124-88.2% |