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 | $120,522 | $45,035+167.6% | $62,995+91.3% | $70,131+71.9% |
| Participation rate | 73.5% | 69.5%+4.0pp | 74.8%-1.3pp | 69.5%+4.0pp |
| Annual return | 13.43% | 18.76%-5.3pp | 87.57%-74.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,202 | $2,051+7.4% | $2,759-20.2% | $2,342-6.0% |
| Participant deferral / active EE | $5,817 | $2,465+136.0% | $3,329+74.7% | $3,332+74.6% |
| Admin fee / account holder | $13,014 | $2,834+359.1% | $3,600+261.5% | $4,645+180.1% |