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 | $151,491 | $54,705+176.9% | $71,209+112.7% | $84,808+78.6% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 16.54% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,615 | $2,158+160.2% | $2,721+106.3% | $2,631+113.4% |
| Participant deferral / active EE | $11,341 | $3,030+274.2% | $4,175+171.6% | $4,212+169.3% |
| Admin fee / account holder | $16,731 | $4,863+244.0% | $5,349+212.8% | $7,344+127.8% |