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 | $134,485 | $81,248+65.5% | $155,509-13.5% | $80,856+66.3% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $5,090 | $3,100+64.2% | $4,672+8.9% | $2,755+84.8% |
| Participant deferral / active EE | $4,112 | $3,452+19.1% | $5,626-26.9% | $4,296-4.3% |
| Admin fee / account holder | $610 | $7,997-92.4% | $15,912-96.2% | $6,918-91.2% |