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 | $148,159 | $108,172+37.0% | $77,482+91.2% | $158,922-6.8% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | 15.46% | 31.67%-16.2pp | 54.79%-39.3pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,522 | $1,325+90.4% | $986+155.7% | $4,761-47.0% |
| Participant deferral / active EE | $7,582 | $2,456+208.7% | $1,861+307.4% | $5,982+26.7% |
| Admin fee / account holder | $20,885 | $3,708+463.3% | $2,858+630.8% | $11,246+85.7% |