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 | $149,087 | $83,477+78.6% | $125,175+19.1% | $72,985+104.3% |
| Participation rate | 82.4% | 73.3%+9.0pp | 79.8%+2.6pp | 69.5%+12.9pp |
| Annual return | 18.50% | 25.78%-7.3pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $895 | $2,345-61.8% | $3,865-76.8% | $2,440-63.3% |
| Participant deferral / active EE | $5,056 | $3,585+41.0% | $4,937+2.4% | $3,607+40.2% |
| Admin fee / account holder | $966 | $5,517-82.5% | $9,702-90.0% | $5,124-81.1% |