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 | $138,661 | $80,968+71.3% | $96,544+43.6% | $75,163+84.5% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.9pp |
| Annual return | 17.42% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,282 | $2,2820% | $2,965-23.0% | $2,670-14.5% |
| Participant deferral / active EE | $5,699 | $3,928+45.1% | $4,851+17.5% | $4,125+38.1% |
| Admin fee / account holder | $1,045 | $6,724-84.5% | $8,252-87.3% | $5,651-81.5% |