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 | $157,248 | $84,233+86.7% | $170,442-7.7% | $70,131+124.2% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 13.56% | 23.06%-9.5pp | 205.93%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $5,153 | $3,387+52.2% | $5,433-5.1% | $2,342+120.0% |
| Participant deferral / active EE | $3,207 | $3,086+3.9% | $4,939-35.1% | $3,332-3.7% |
| Admin fee / account holder | $1,360 | $5,698-76.1% | $13,880-90.2% | $4,645-70.7% |