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 | $231,765 | $54,705+323.7% | $71,209+225.5% | $84,808+173.3% |
| Participation rate | 95.7% | 64.1%+31.7pp | 73.8%+22.0pp | 68.3%+27.4pp |
| Annual return | 17.77% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,216 | $2,158-43.6% | $2,721-55.3% | $2,631-53.8% |
| Participant deferral / active EE | $16,285 | $3,030+437.4% | $4,175+290.0% | $4,212+286.7% |
| Admin fee / account holder | $32,329 | $4,863+564.7% | $5,349+504.4% | $7,344+340.2% |