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 | $131,428 | $60,022+119.0% | $88,946+47.8% | $84,808+55.0% |
| Participation rate | 88.2% | 57.8%+30.4pp | 68.8%+19.4pp | 68.3%+19.9pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,379 | $1,703+98.5% | $2,555+32.3% | $2,631+28.4% |
| Participant deferral / active EE | $7,341 | $3,114+135.8% | $4,581+60.2% | $4,212+74.3% |
| Admin fee / account holder | $2,022 | $4,811-58.0% | $8,261-75.5% | $7,344-72.5% |