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 | $122,183 | $72,277+69.0% | $101,248+20.7% | $79,858+53.0% |
| Participation rate | 85.4% | 68.5%+17.0pp | 75.8%+9.6pp | 69.6%+15.8pp |
| Annual return | 19.55% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.2pp |
| Employer contribution / active EE | $697 | $2,692-74.1% | $3,660-81.0% | $2,471-71.8% |
| Participant deferral / active EE | $1,899 | $3,282-42.1% | $4,370-56.5% | $3,740-49.2% |
| Admin fee / account holder | $13,901 | $4,400+215.9% | $5,945+133.8% | $5,306+162.0% |