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 | $122,199 | $66,402+84.0% | $109,895+11.2% | $85,850+42.3% |
| Participation rate | 72.0% | 63.9%+8.1pp | 74.2%-2.2pp | 69.3%+2.7pp |
| Annual return | 18.72% | 19.59%-0.9pp | 29.45%-10.7pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,256 | $1,687-25.6% | $2,842-55.8% | $2,565-51.0% |
| Participant deferral / active EE | $5,227 | $2,842+83.9% | $4,048+29.1% | $3,952+32.3% |
| Admin fee / account holder | $3,857 | $4,557-15.4% | $6,066-36.4% | $6,260-38.4% |