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 3-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 | $148,442 | $89,753+65.4% | $107,525+38.1% | $84,808+75.0% |
| Participation rate | 97.0% | 68.1%+28.9pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | 14.84% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $9,713 | $3,113+212.0% | $3,754+158.8% | $2,631+269.2% |
| Participant deferral / active EE | $4,939 | $4,056+21.8% | $5,116-3.5% | $4,212+17.3% |
| Admin fee / account holder | $3,302 | $7,222-54.3% | $8,919-63.0% | $7,344-55.0% |