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 | $160,352 | $91,190+75.8% | $178,490-10.2% | $79,858+100.8% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 18.31% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,696 | $3,256+74.9% | $5,011+13.7% | $2,471+130.5% |
| Participant deferral / active EE | $4,609 | $3,236+42.4% | $5,202-11.4% | $3,740+23.2% |
| Admin fee / account holder | $1,765 | $6,751-73.9% | $13,984-87.4% | $5,306-66.7% |