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 | $123,021 | $89,753+37.1% | $107,525+14.4% | $84,808+45.1% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 17.15% | 29.48%-12.3pp | 181.32%-164.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,953 | $3,113+27.0% | $3,754+5.3% | $2,631+50.2% |
| Participant deferral / active EE | $5,178 | $4,056+27.7% | $5,116+1.2% | $4,212+23.0% |
| Admin fee / account holder | $13,172 | $7,222+82.4% | $8,919+47.7% | $7,344+79.4% |