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 | $126,012 | $101,724+23.9% | $164,813-23.5% | $80,856+55.8% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 14.11% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,982 | $2,953-32.9% | $4,341-54.3% | $2,755-28.1% |
| Participant deferral / active EE | $4,307 | $4,477-3.8% | $6,031-28.6% | $4,296+0.3% |
| Admin fee / account holder | $19,903 | $8,227+141.9% | $12,690+56.8% | $6,918+187.7% |