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 8-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 | $138,493 | $89,753+54.3% | $107,525+28.8% | $84,808+63.3% |
| Participation rate | 78.1% | 68.1%+10.1pp | 75.1%+3.1pp | 68.3%+9.8pp |
| Annual return | 18.02% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,888 | $3,113+24.9% | $3,754+3.6% | $2,631+47.8% |
| Participant deferral / active EE | $9,429 | $4,056+132.5% | $5,116+84.3% | $4,212+123.9% |
| Admin fee / account holder | $3,461 | $7,222-52.1% | $8,919-61.2% | $7,344-52.9% |