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 | $138,837 | $107,334+29.4% | $92,893+49.5% | $152,861-9.2% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 23.40% | 145.58%-122.2pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $9,050 | $4,221+114.4% | $3,653+147.8% | $4,762+90.0% |
| Participant deferral / active EE | $7,432 | $4,845+53.4% | $4,236+75.4% | $5,850+27.0% |
| Admin fee / account holder | $1,411 | $7,079-80.1% | $5,794-75.7% | $11,596-87.8% |