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 | $201,610 | $91,190+121.1% | $178,490+13.0% | $79,858+152.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 16.04% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $28,284 | $3,256+768.7% | $5,011+464.5% | $2,471+1044.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,298 | $6,751-36.3% | $13,984-69.3% | $5,306-19.0% |