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 | $130,652 | $48,570+169.0% | $130,6480% | $72,985+79.0% |
| Participation rate | 92.5% | 58.6%+33.9pp | 71.7%+20.7pp | 69.5%+23.0pp |
| Annual return | 21.36% | 38.63%-17.3pp | 1708.96%-1687.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $943 | $1,334-29.3% | $4,092-76.9% | $2,440-61.3% |
| Participant deferral / active EE | $6,332 | $2,384+165.6% | $3,603+75.7% | $3,607+75.5% |
| Admin fee / account holder | $4,689 | $3,549+32.1% | $5,464-14.2% | $5,124-8.5% |