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 | $145,216 | $109,881+32.2% | $150,045-3.2% | $84,808+71.2% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.8pp | 68.3%+19.8pp |
| Annual return | 15.86% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,199 | $3,561-66.3% | $4,693-74.4% | $2,631-54.4% |
| Participant deferral / active EE | $11,646 | $6,636+75.5% | $7,997+45.6% | $4,212+176.5% |
| Admin fee / account holder | $1,521 | $8,568-82.2% | $13,435-88.7% | $7,344-79.3% |