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 | $167,144 | $58,828+184.1% | $77,999+114.3% | $62,891+165.8% |
| Participation rate | 92.3% | 71.1%+21.2pp | 75.5%+16.8pp | 69.3%+23.0pp |
| Annual return | 7.84% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,377 | $1,672+161.8% | $2,470+77.2% | $2,281+91.9% |
| Participant deferral / active EE | $7,556 | $2,686+181.3% | $3,497+116.1% | $3,203+135.9% |
| Admin fee / account holder | $1,175 | $4,393-73.2% | $5,480-78.6% | $4,296-72.6% |