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 | $135,687 | $81,460+66.6% | $103,333+31.3% | $80,856+67.8% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.6%+8.2pp |
| Annual return | 12.54% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,856 | $3,105-40.2% | $3,868-52.0% | $2,755-32.6% |
| Participant deferral / active EE | $5,660 | $3,869+46.3% | $5,057+11.9% | $4,296+31.8% |
| Admin fee / account holder | $680 | $6,566-89.6% | $8,355-91.9% | $6,918-90.2% |