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 | $123,363 | $51,576+139.2% | $129,207-4.5% | $80,856+52.6% |
| Participation rate | 88.6% | 57.0%+31.6pp | 69.6%+19.0pp | 67.6%+20.9pp |
| Annual return | 14.66% | 20.81%-6.1pp | 9417.33%-9402.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,561 | $1,584+251.1% | $4,153+33.9% | $2,755+101.9% |
| Participant deferral / active EE | $5,990 | $2,669+124.5% | $4,168+43.7% | $4,296+39.4% |
| Admin fee / account holder | $1,452 | $4,305-66.3% | $7,715-81.2% | $6,918-79.0% |