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 | $124,540 | $54,705+127.7% | $71,209+74.9% | $84,808+46.9% |
| Participation rate | 87.0% | 64.1%+22.9pp | 73.8%+13.2pp | 68.3%+18.6pp |
| Annual return | 15.28% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,944 | $2,158+36.4% | $2,721+8.2% | $2,631+11.9% |
| Participant deferral / active EE | $6,599 | $3,030+117.7% | $4,175+58.0% | $4,212+56.7% |
| Admin fee / account holder | $3,612 | $4,863-25.7% | $5,349-32.5% | $7,344-50.8% |