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 | $131,971 | $95,803+37.8% | $113,168+16.6% | $84,808+55.6% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 12.47% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,178 | $2,360-50.1% | $2,975-60.4% | $2,631-55.2% |
| Participant deferral / active EE | $4,241 | $4,2420% | $5,107-17.0% | $4,212+0.7% |
| Admin fee / account holder | $19,049 | $8,989+111.9% | $12,068+57.9% | $7,344+159.4% |