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 | $139,984 | $89,753+56.0% | $107,525+30.2% | $84,808+65.1% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 18.14% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,704 | $3,113+51.1% | $3,754+25.3% | $2,631+78.8% |
| Participant deferral / active EE | $5,650 | $4,056+39.3% | $5,116+10.5% | $4,212+34.2% |
| Admin fee / account holder | $4,375 | $7,222-39.4% | $8,919-51.0% | $7,344-40.4% |