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 | $136,809 | $65,041+110.3% | $90,951+50.4% | $79,858+71.3% |
| Participation rate | 94.0% | 61.6%+32.4pp | 69.0%+25.0pp | 69.6%+24.4pp |
| Annual return | 12.71% | 30.45%-17.7pp | 134.60%-121.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $9,000 | $1,247+621.6% | $2,122+324.1% | $2,471+264.3% |
| Participant deferral / active EE | $1,522 | $2,512-39.4% | $3,373-54.9% | $3,740-59.3% |
| Admin fee / account holder | $1,954 | $4,536-56.9% | $5,959-67.2% | $5,306-63.2% |