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 | $159,482 | $67,411+136.6% | $91,001+75.3% | $70,131+127.4% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 16.16% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,053 | $1,786+126.9% | $2,456+65.1% | $2,342+73.0% |
| Participant deferral / active EE | $6,911 | $2,823+144.8% | $3,547+94.8% | $3,332+107.4% |
| Admin fee / account holder | $31,523 | $4,236+644.1% | $5,417+481.9% | $4,645+578.6% |