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 | $137,637 | $74,927+83.7% | $101,794+35.2% | $84,808+62.3% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.2%+7.1pp | 68.3%+8.0pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,968 | $1,522+95.0% | $2,289+29.7% | $2,631+12.8% |
| Participant deferral / active EE | $6,682 | $3,099+115.6% | $4,084+63.6% | $4,212+58.7% |
| Admin fee / account holder | $2,974 | $6,514-54.3% | $8,777-66.1% | $7,344-59.5% |