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 | $143,287 | $106,584+34.4% | $101,326+41.4% | $142,382+0.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 14.35% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,283 | $3,956-67.6% | $3,665-65.0% | $4,299-70.2% |
| Participant deferral / active EE | $2,551 | $8,297-69.3% | $7,994-68.1% | $6,507-60.8% |
| Admin fee / account holder | $3,312 | $11,446-71.1% | $11,185-70.4% | $12,624-73.8% |