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 | $169,157 | $104,974+61.1% | $95,585+77.0% | $142,382+18.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 15.27% | 210.33%-195.1pp | 38.56%-23.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $906 | $2,779-67.4% | $2,527-64.1% | $4,299-78.9% |
| Participant deferral / active EE | $2,111 | $4,352-51.5% | $4,023-47.5% | $6,507-67.6% |
| Admin fee / account holder | $7,843 | $6,386+22.8% | $6,127+28.0% | $12,624-37.9% |