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 | $118,574 | $81,248+45.9% | $155,509-23.8% | $80,856+46.6% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 15.66% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $5,379 | $3,100+73.5% | $4,672+15.1% | $2,755+95.3% |
| Participant deferral / active EE | $3,233 | $3,452-6.3% | $5,626-42.5% | $4,296-24.7% |
| Admin fee / account holder | $1,769 | $7,997-77.9% | $15,912-88.9% | $6,918-74.4% |