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 | $170,333 | $78,422+117.2% | $95,952+77.5% | $79,858+113.3% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 19.81% | 19.37%+0.4pp | 91.61%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,903 | $1,945-2.2% | $2,541-25.1% | $2,471-23.0% |
| Participant deferral / active EE | $9,520 | $3,440+176.7% | $4,167+128.5% | $3,740+154.5% |
| Admin fee / account holder | $25,504 | $5,622+353.6% | $6,795+275.3% | $5,306+380.6% |