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 | $237,420 | $99,985+137.5% | $146,665+61.9% | $85,850+176.6% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 12.17% | 18.93%-6.8pp | 22.74%-10.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,171 | $2,559-15.1% | $4,136-47.5% | $2,565-15.4% |
| Participant deferral / active EE | $6,084 | $4,006+51.9% | $5,506+10.5% | $3,952+54.0% |
| Admin fee / account holder | $1,163 | $7,702-84.9% | $10,280-88.7% | $6,260-81.4% |