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 | $129,669 | $80,717+60.6% | $154,803-16.2% | $84,808+52.9% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 16.20% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,326 | $2,761+56.7% | $4,305+0.5% | $2,631+64.4% |
| Participant deferral / active EE | $6,974 | $3,303+111.1% | $5,540+25.9% | $4,212+65.6% |
| Admin fee / account holder | $9,939 | $6,746+47.3% | $14,329-30.6% | $7,344+35.3% |