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 | $138,007 | $101,069+36.5% | $81,478+69.4% | $147,584-6.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 25.04% | 32.40%-7.4pp | 38.78%-13.7pp | 578.55%-553.5pp |
| Employer contribution / active EE | $908 | $3,205-71.7% | $2,568-64.6% | $4,876-81.4% |
| Participant deferral / active EE | $1,742 | $4,242-58.9% | $3,537-50.8% | $5,439-68.0% |
| Admin fee / account holder | $1,236 | $5,812-78.7% | $4,561-72.9% | $10,885-88.6% |