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 6-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 | $130,798 | $54,705+139.1% | $71,209+83.7% | $84,808+54.2% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 16.18% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,942 | $2,158-10.0% | $2,721-28.6% | $2,631-26.2% |
| Participant deferral / active EE | $7,550 | $3,030+149.1% | $4,175+80.8% | $4,212+79.3% |
| Admin fee / account holder | $24,664 | $4,863+407.1% | $5,349+361.1% | $7,344+235.9% |