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 | $140,163 | $80,717+73.6% | $154,803-9.5% | $84,808+65.3% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 15.93% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $7,481 | $2,761+170.9% | $4,305+73.8% | $2,631+184.4% |
| Participant deferral / active EE | $5,487 | $3,303+66.1% | $5,540-1.0% | $4,212+30.3% |
| Admin fee / account holder | $7,510 | $6,746+11.3% | $14,329-47.6% | $7,344+2.3% |