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 | $152,370 | $65,365+133.1% | $92,893+64.0% | $72,985+108.8% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | 18.17% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,546 | $2,594-40.4% | $3,653-57.7% | $2,440-36.6% |
| Participant deferral / active EE | $4,723 | $3,128+51.0% | $4,236+11.5% | $3,607+30.9% |
| Admin fee / account holder | $1,858 | $4,251-56.3% | $5,794-67.9% | $5,124-63.7% |