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 | $194,814 | $89,753+117.1% | $107,525+81.2% | $84,808+129.7% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 14.38% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $13,504 | $3,113+333.7% | $3,754+259.8% | $2,631+413.3% |
| Participant deferral / active EE | $5,953 | $4,056+46.8% | $5,116+16.4% | $4,212+41.3% |
| Admin fee / account holder | $2,606 | $7,222-63.9% | $8,919-70.8% | $7,344-64.5% |