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 | $149,696 | $78,422+90.9% | $95,952+56.0% | $79,858+87.5% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 18.77% | 19.37%-0.6pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,131 | $1,945+61.0% | $2,541+23.2% | $2,471+26.7% |
| Participant deferral / active EE | $5,387 | $3,440+56.6% | $4,167+29.3% | $3,740+44.0% |
| Admin fee / account holder | $2,588 | $5,622-54.0% | $6,795-61.9% | $5,306-51.2% |