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 | $137,338 | $109,881+25.0% | $150,045-8.5% | $84,808+61.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 17.62% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,033 | $3,561+13.2% | $4,693-14.1% | $2,631+53.3% |
| Participant deferral / active EE | $9,653 | $6,636+45.5% | $7,997+20.7% | $4,212+129.2% |
| Admin fee / account holder | $2,267 | $8,568-73.5% | $13,435-83.1% | $7,344-69.1% |