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 | $136,751 | $89,753+52.4% | $107,525+27.2% | $84,808+61.2% |
| Participation rate | 86.0% | 68.1%+18.0pp | 75.1%+11.0pp | 68.3%+17.7pp |
| Annual return | 19.15% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,865 | $3,113-40.1% | $3,754-50.3% | $2,631-29.1% |
| Participant deferral / active EE | $4,619 | $4,056+13.9% | $5,116-9.7% | $4,212+9.7% |
| Admin fee / account holder | $1,985 | $7,222-72.5% | $8,919-77.7% | $7,344-73.0% |