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 | $161,548 | $84,233+91.8% | $170,442-5.2% | $70,131+130.4% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 21.00% | 23.06%-2.1pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $8,062 | $3,387+138.0% | $5,433+48.4% | $2,342+244.2% |
| Participant deferral / active EE | $5,157 | $3,086+67.1% | $4,939+4.4% | $3,332+54.8% |
| Admin fee / account holder | $2,738 | $5,698-52.0% | $13,880-80.3% | $4,645-41.1% |