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 | $151,773 | $87,013+74.4% | $106,213+42.9% | $80,856+87.7% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 11.66% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,321 | $2,395-44.9% | $3,171-58.4% | $2,755-52.1% |
| Participant deferral / active EE | $5,519 | $3,986+38.5% | $5,016+10.0% | $4,296+28.5% |
| Admin fee / account holder | $72,443 | $8,431+759.2% | $11,033+556.6% | $6,918+947.2% |