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 | $147,982 | $78,422+88.7% | $95,952+54.2% | $79,858+85.3% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 20.93% | 19.37%+1.6pp | 91.61%-70.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,850 | $1,945+46.5% | $2,541+12.2% | $2,471+15.4% |
| Participant deferral / active EE | $6,084 | $3,440+76.9% | $4,167+46.0% | $3,740+62.7% |
| Admin fee / account holder | $478 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |