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 | $121,027 | $54,705+121.2% | $71,209+70.0% | $84,808+42.7% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.0pp | 68.3%+7.4pp |
| Annual return | 14.59% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $842 | $2,158-61.0% | $2,721-69.1% | $2,631-68.0% |
| Participant deferral / active EE | $4,398 | $3,030+45.1% | $4,175+5.3% | $4,212+4.4% |
| Admin fee / account holder | $12,375 | $4,863+154.5% | $5,349+131.4% | $7,344+68.5% |