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 8-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 | $121,918 | $64,480+89.1% | $81,382+49.8% | $80,856+50.8% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.6%+29.4pp |
| Annual return | 15.68% | 16.34%-0.7pp | 24.73%-9.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,508 | $1,978+127.9% | $2,463+83.1% | $2,755+63.7% |
| Participant deferral / active EE | $11,125 | $3,094+259.6% | $3,883+186.5% | $4,296+159.0% |
| Admin fee / account holder | $883 | $5,671-84.4% | $5,768-84.7% | $6,918-87.2% |