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 | $135,801 | $70,428+92.8% | $96,562+40.6% | $85,850+58.2% |
| Participation rate | 82.9% | 61.8%+21.1pp | 69.8%+13.0pp | 69.3%+13.5pp |
| Annual return | 14.76% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,700 | $1,413+161.9% | $2,356+57.0% | $2,565+44.2% |
| Participant deferral / active EE | $4,655 | $2,894+60.9% | $3,849+20.9% | $3,952+17.8% |
| Admin fee / account holder | $8,022 | $4,997+60.5% | $6,181+29.8% | $6,260+28.1% |