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 8-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 | $160,843 | $78,672+104.4% | $109,143+47.4% | $85,850+87.4% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 17.90% | 25.09%-7.2pp | 25.75%-7.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,100 | $2,735-59.8% | $3,722-70.4% | $2,565-57.1% |
| Participant deferral / active EE | $8,036 | $3,467+131.8% | $4,653+72.7% | $3,952+103.3% |
| Admin fee / account holder | $34,411 | $5,469+529.2% | $6,752+409.6% | $6,260+449.7% |