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 | $144,272 | $71,050+103.1% | $93,606+54.1% | $80,856+78.4% |
| Participation rate | 88.4% | 60.4%+28.0pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 16.49% | 11.26%+5.2pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,363 | $1,564+179.0% | $2,420+80.3% | $2,755+58.4% |
| Participant deferral / active EE | $6,175 | $4,034+53.1% | $4,411+40.0% | $4,296+43.8% |
| Admin fee / account holder | $3,635 | $6,945-47.7% | $8,285-56.1% | $6,918-47.5% |