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 3-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 | $139,691 | $71,050+96.6% | $93,606+49.2% | $80,856+72.8% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.6%+9.4pp |
| Annual return | 16.75% | 11.26%+5.5pp | 133.20%-116.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,600 | $1,564+2.3% | $2,420-33.9% | $2,755-41.9% |
| Participant deferral / active EE | $6,792 | $4,034+68.4% | $4,411+54.0% | $4,296+58.1% |
| Admin fee / account holder | $2,584 | $6,945-62.8% | $8,285-68.8% | $6,918-62.6% |