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 | $139,076 | $99,341+40.0% | $84,750+64.1% | $273,961-49.2% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 2.54% | 22.93%-20.4pp | 22.78%-20.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $3,604 | $4,214-14.5% | $3,574+0.8% | $4,869-26.0% |
| Participant deferral / active EE | $8,825 | $4,269+106.7% | $3,712+137.8% | $5,287+66.9% |
| Admin fee / account holder | $312 | $6,644-95.3% | $5,332-94.2% | $10,132-96.9% |