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 | $138,200 | $52,279+164.3% | $89,391+54.6% | $79,858+73.1% |
| Participation rate | 93.3% | 57.5%+35.8pp | 68.0%+25.4pp | 69.6%+23.7pp |
| Annual return | 13.12% | 22.16%-9.0pp | 245.62%-232.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $533 | $1,572-66.1% | $2,586-79.4% | $2,471-78.4% |
| Participant deferral / active EE | $3,219 | $2,740+17.5% | $3,890-17.2% | $3,740-13.9% |
| Admin fee / account holder | $5,249 | $3,356+56.4% | $4,881+7.5% | $5,306-1.1% |