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 | $153,668 | $85,766+79.2% | $136,294+12.7% | $70,131+119.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 21.06% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $5,319 | $2,966+79.3% | $4,695+13.3% | $2,342+127.1% |
| Participant deferral / active EE | $6,850 | $5,051+35.6% | $6,247+9.6% | $3,332+105.6% |
| Admin fee / account holder | $11,817 | $5,420+118.0% | $9,243+27.8% | $4,645+154.4% |