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 | $123,041 | $54,705+124.9% | $71,209+72.8% | $84,808+45.1% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.8%+1.2pp | 68.3%+6.7pp |
| Annual return | 15.00% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,427 | $2,158+12.5% | $2,721-10.8% | $2,631-7.8% |
| Participant deferral / active EE | $5,481 | $3,030+80.9% | $4,175+31.3% | $4,212+30.1% |
| Admin fee / account holder | $10,795 | $4,863+122.0% | $5,349+101.8% | $7,344+47.0% |