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 | $148,631 | $67,411+120.5% | $91,001+63.3% | $70,131+111.9% |
| Participation rate | 96.8% | 71.4%+25.5pp | 75.6%+21.2pp | 69.5%+27.3pp |
| Annual return | 13.73% | -40.16%+53.9pp | 4.60%+9.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $4,438 | $1,786+148.5% | $2,456+80.7% | $2,342+89.5% |
| Participant deferral / active EE | $6,879 | $2,823+143.7% | $3,547+93.9% | $3,332+106.5% |
| Admin fee / account holder | $5,672 | $4,236+33.9% | $5,417+4.7% | $4,645+22.1% |