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 | $129,924 | $78,705+65.1% | $117,854+10.2% | $70,131+85.3% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 12.56% | 23.30%-10.7pp | 335.08%-322.5pp | 73.14%-60.6pp |
| Employer contribution / active EE | $2,287 | $2,223+2.8% | $3,786-39.6% | $2,342-2.4% |
| Participant deferral / active EE | $4,495 | $3,297+36.3% | $4,482+0.3% | $3,332+34.9% |
| Admin fee / account holder | $1,253 | $5,065-75.3% | $8,020-84.4% | $4,645-73.0% |