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 | $147,962 | $95,416+55.1% | $185,823-20.4% | $85,850+72.4% |
| Participation rate | 84.0% | 68.8%+15.2pp | 81.7%+2.3pp | 69.3%+14.7pp |
| Annual return | 20.89% | 23.59%-2.7pp | 122.05%-101.2pp | 318.53%-297.6pp |
| Employer contribution / active EE | $3,797 | $3,314+14.6% | $5,167-26.5% | $2,565+48.0% |
| Participant deferral / active EE | $2,915 | $3,423-14.9% | $5,568-47.7% | $3,952-26.2% |
| Admin fee / account holder | $22,344 | $7,213+209.8% | $16,237+37.6% | $6,260+256.9% |