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 7-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 | $188,031 | $89,753+109.5% | $107,525+74.9% | $84,808+121.7% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 22.09% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,715 | $3,113+51.4% | $3,754+25.6% | $2,631+79.2% |
| Participant deferral / active EE | $9,968 | $4,056+145.8% | $5,116+94.9% | $4,212+136.7% |
| Admin fee / account holder | $2,592 | $7,222-64.1% | $8,919-70.9% | $7,344-64.7% |