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 | $146,698 | $65,365+124.4% | $92,893+57.9% | $72,985+101.0% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 24.50% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $12,975 | $2,594+400.2% | $3,653+255.2% | $2,440+431.8% |
| Participant deferral / active EE | $2,756 | $3,128-11.9% | $4,236-34.9% | $3,607-23.6% |
| Admin fee / account holder | $1,767 | $4,251-58.4% | $5,794-69.5% | $5,124-65.5% |