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 | $148,722 | $78,422+89.6% | $95,952+55.0% | $79,858+86.2% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 18.26% | 19.37%-1.1pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,258 | $1,945+67.5% | $2,541+28.2% | $2,471+31.8% |
| Participant deferral / active EE | $9,915 | $3,440+188.2% | $4,167+138.0% | $3,740+165.1% |
| Admin fee / account holder | $3,621 | $5,622-35.6% | $6,795-46.7% | $5,306-31.8% |