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 | $149,370 | $91,552+63.2% | $133,956+11.5% | $79,858+87.0% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.6pp | 69.6%+19.8pp |
| Annual return | 18.29% | 61.85%-43.6pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,057 | $2,384-13.7% | $3,919-47.5% | $2,471-16.8% |
| Participant deferral / active EE | $4,294 | $3,733+15.0% | $5,048-14.9% | $3,740+14.8% |
| Admin fee / account holder | $2,040 | $6,321-67.7% | $8,927-77.2% | $5,306-61.6% |