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 | $140,834 | $98,750+42.6% | $149,696-5.9% | $79,858+76.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 19.63% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,136 | $3,216-33.6% | $4,644-54.0% | $2,471-13.6% |
| Participant deferral / active EE | $6,685 | $5,680+17.7% | $6,842-2.3% | $3,740+78.7% |
| Admin fee / account holder | $8,084 | $6,053+33.6% | $9,309-13.2% | $5,306+52.3% |