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 | $179,424 | $53,822+233.4% | $75,696+137.0% | $85,850+109.0% |
| Participation rate | 92.0% | 69.1%+22.9pp | 74.8%+17.2pp | 69.3%+22.7pp |
| Annual return | 27.66% | 24.54%+3.1pp | 104.53%-76.9pp | 318.53%-290.9pp |
| Employer contribution / active EE | $3,821 | $2,017+89.5% | $2,743+39.3% | $2,565+49.0% |
| Participant deferral / active EE | $5,877 | $2,895+103.0% | $3,821+53.8% | $3,952+48.7% |
| Admin fee / account holder | $5,930 | $3,343+77.4% | $3,619+63.8% | $6,260-5.3% |