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 | $138,928 | $78,422+77.2% | $95,952+44.8% | $79,858+74.0% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.2pp | 69.6%+15.7pp |
| Annual return | 25.93% | 19.37%+6.6pp | 91.61%-65.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $2,572 | $1,945+32.2% | $2,541+1.2% | $2,471+4.1% |
| Participant deferral / active EE | $4,905 | $3,440+42.6% | $4,167+17.7% | $3,740+31.2% |
| Admin fee / account holder | $22,054 | $5,622+292.3% | $6,795+224.5% | $5,306+315.6% |