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 | $140,349 | $81,248+72.7% | $155,509-9.7% | $80,856+73.6% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.3pp |
| Annual return | 11.08% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,336 | $3,100-24.6% | $4,672-50.0% | $2,755-15.2% |
| Participant deferral / active EE | $4,870 | $3,452+41.1% | $5,626-13.4% | $4,296+13.4% |
| Admin fee / account holder | $511 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |