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 | $148,022 | $88,707+66.9% | $74,183+99.5% | $273,961-46.0% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 7.19% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,002 | $3,159-68.3% | $2,370-57.7% | $4,869-79.4% |
| Participant deferral / active EE | $4,373 | $4,212+3.8% | $3,550+23.2% | $5,287-17.3% |
| Admin fee / account holder | $49,093 | $8,717+463.2% | $5,586+778.9% | $10,132+384.5% |