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 | $159,331 | $71,050+124.3% | $93,606+70.2% | $80,856+97.1% |
| Participation rate | 82.1% | 60.4%+21.7pp | 68.7%+13.4pp | 67.6%+14.5pp |
| Annual return | 14.50% | 11.26%+3.2pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,161 | $1,564+102.2% | $2,420+30.6% | $2,755+14.8% |
| Participant deferral / active EE | $5,361 | $4,034+32.9% | $4,411+21.5% | $4,296+24.8% |
| Admin fee / account holder | $931 | $6,945-86.6% | $8,285-88.8% | $6,918-86.5% |