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 | $135,879 | $80,717+68.3% | $154,803-12.2% | $84,808+60.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 18.28% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,063 | $2,761+10.9% | $4,305-28.9% | $2,631+16.4% |
| Participant deferral / active EE | $6,027 | $3,303+82.5% | $5,540+8.8% | $4,212+43.1% |
| Admin fee / account holder | $1,530 | $6,746-77.3% | $14,329-89.3% | $7,344-79.2% |